Home Customer Reconciliation How do I start a new reconciliation?

How do I start a new reconciliation?

Last updated on Apr 23, 2026

Short Answer: Click ‘+ New reconciliation’ on the Reconciliations page to begin.

PreRequisites

  1. Be signed in to CleverBalance

  2. Have access to the Reconciliations page

Steps

  1. Open the Reconciliations page.
    You will see the page title and filter controls.

  2. Click ‘+ New reconciliation’.
    This button is located at the top-right of the page.

  3. Follow the setup flow.
    A new reconciliation form or workflow will open. Complete the steps to configure and run your reconciliation.

Troubleshooting

  1. ‘+ New reconciliation’ button is not visible
    Likely Cause: Not on the correct page, limited screen size, or lack of permissions
    Action: Ensure you're on the Reconciliations page, expand your browser window, or check access with your admin

  2. Clicking the button does nothing
    Likely Cause: Browser or network issue
    Action: Refresh the page, disable popup blockers, or try a different browser

Note: You can use this page to both view past reconciliations and start new ones.