Home Customer Reconciliation How do I change ‘Reconciliation for’ to view all reconciliations?

How do I change ‘Reconciliation for’ to view all reconciliations?

Last updated on Apr 23, 2026

Short Answer: Open the ‘Reconciliation for’ dropdown and select ‘All reconciliations’.

PreRequisites

  1. Be on the Reconciliations page

  2. Be signed in to CleverBalance

Steps

  1. Locate the filter.
    Find the ‘Reconciliation for’ dropdown in the filter section.

  2. Open the dropdown.
    Click on ‘Reconciliation for’ to view available options.

  3. Select ‘All reconciliations’.
    Choose ‘All reconciliations’ to display all available records.

Troubleshooting

  1. ‘All reconciliations’ option is missing
    Likely Cause: Role-based restrictions or temporary loading issue
    Action: Refresh the page and try again. If the issue persists, contact your admin or support

Note: If no records exist, you may see a ‘No reconciliations found’ message after selecting this option.