How do I run a new reconciliation?

Short Answer: Open the Reconciliations page and click the + New reconciliation button (top-right or center of the empty state).

PreRequisites

1. You are signed in to CleverBalance.

2. You have permission to run reconciliations.

Steps

1. Open the Reconciliations page in the app.
   You will see the Reconciliations header and the list or empty state.

2. Click the + New reconciliation button in the top-right corner.
   The new reconciliation setup flow begins.

3. If the page shows an empty state, click the centered + New reconciliation button.
   The same setup flow starts from here.

4. Follow the on-screen steps in the setup flow:
   • Upload required files
   • Configure mappings
   • Proceed through the workflow

5. Once completed, a reconciliation job is created and will appear in the Reconciliations list.

Troubleshooting

1. Clicking '+ New reconciliation' does nothing.

   Likely Cause:

   • Browser pop-up/script blocked.
   • You do not have permission to create reconciliations.

   Action:

   • Reload the page and try again.
   • Disable any pop-up blockers for the site.
   • If the issue persists, contact your admin.

2. New reconciliation does not appear in the list after running.

   Likely Cause:

   • The list is filtered.
   • The job creation failed.

   Action:

   • Reset filters to:
   • All types
   • All accounts
   • All users
   • Refresh the page.
   • If still missing, create the reconciliation again.

Note: The + New reconciliation button is available both in the top-right corner and in the center of the empty state for easy access.