How do I filter reconciliations by Reconciliation type?

Short Answer: Open the ‘Reconciliation type’ dropdown and select the type you want (e.g., Customer reconciliation).

PreRequisites

1. Be on the Reconciliations page

2. Be signed in to CleverBalance

Steps

1. Locate the filter.
   Find the ‘Reconciliation type’ dropdown at the top of the page.

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

3. Select a reconciliation type.
   Choose the type you want to filter by.
   The page will update to show matching reconciliations.

Troubleshooting

1. Dropdown does not open
   Likely Cause: Page load or browser issue
   Action: Refresh the page, clear cache, or try a different browser

2. No results after selecting a type
   Likely Cause: No data exists for that type or other filters are applied
   Action: Adjust other filters like ‘Reconciliation for’ or ‘Run by’, or create a new reconciliation

Note: If no matching records exist, you may see a ‘No reconciliations found’ message.