Which file formats and maximum file size are supported for uploads?

Short Answer: Supported formats are CSV, XLS, XLSX. Maximum file size is 10MB.

Steps

1. Check supported formats and size.
   On the New reconciliation page, look below the upload boxes to find:

   • Supported formats: CSV, XLS, XLSX

   • Maximum file size: 10MB

2. Review sample format (optional).
   Click ‘View sample data format’ to understand the expected file structure.

Troubleshooting

1. File exceeds 10MB limit
   Likely Cause: Large dataset (long date range or many records)
   Action: Reduce file size by filtering data, shortening date range, or splitting into multiple files

Note: Ensure your file meets both format and size requirements before uploading to avoid errors.