Home Customer Reconciliation How do I select the correct sheet for the customer statement?

How do I select the correct sheet for the customer statement?

Last updated on Apr 23, 2026

Short Answer: Use the ‘1. Select sheet’ dropdown to choose the sheet that contains your customer statement data.

PreRequisites

  1. A file with one or more sheets is uploaded

  2. Configure customer statement dialog is open

Steps

  1. Open the sheet selector.
    Click ‘1. Select sheet’ in the Required fields panel.

  2. Choose the correct sheet.
    Select the sheet that contains your customer statement data (e.g., Customer AP Statement).

  3. Verify in preview.
    Check Data preview (20 rows) to ensure it shows the expected data from that sheet.

Troubleshooting

  1. Expected sheet is not listed
    Likely Cause: Incorrect file or sheet name mismatch
    Action: Open the source file, verify the sheet name, and re-upload if needed

  2. Preview shows incorrect data
    Likely Cause: Wrong sheet selected
    Action: Select a different sheet until the preview matches your data

Note: Sheet names may vary by file—always confirm using the preview before proceeding with mapping.