Home Reconciliation How do I identify which account, date, and user a reconciliation run belongs to?

How do I identify which account, date, and user a reconciliation run belongs to?

Last updated on Mar 19, 2026

Short Answer: Check the 'Reconciliation for', 'Run date & time', and 'Run by' columns in the reconciliation row on the Reconciliations list.

PreRequisites

  1. Open the Reconciliations page.

Steps

  1. Locate the reconciliation run row in the list using the Recon ID or Reconciliation type.
    You identify the correct row for the run.

  2. Look at the 'Reconciliation for' column.
    This shows the account or entity the reconciliation was performed for.

  3. Check the 'Run date & time' column.
    This shows the exact timestamp when the reconciliation was executed.

  4. Check the 'Run by' column.
    This shows the user who initiated the reconciliation (e.g., Sarah Johnson).

Troubleshooting

  1. Date/time or user column is blank or not fully visible.

    Likely Cause:

    • Browser zoom level or window size is hiding columns.

    Action:

    • Reduce the browser zoom.
    • Increase the window width.
    • If the issue persists, contact support.

Note: The Reconciliations list includes columns such as Recon ID, Reconciliation type, Reconciliation for, Files, Status, Run date & time, Run by, and Actions to help you quickly identify each run.