Where do past reconciliations appear on this page?

Short Answer: Past reconciliations appear below the filter section; if none match, you’ll see ‘No reconciliations found’.

PreRequisites

1. Be signed in to CleverBalance

2. Have past reconciliations in your account

Steps

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

2. Apply filters if needed.
   Use ‘Reconciliation type’, ‘Reconciliation for’, and ‘Run by’ to refine results.

3. View results below the filters.
   Matching reconciliations will appear in a list or table below the filter section.

4. Scroll to browse records.
   Scroll through the list to find the reconciliation you want.

Troubleshooting

1. No reconciliations are displayed
   Likely Cause: Filters are too restrictive or no data exists
   Action: Clear or broaden filters, or create a new reconciliation