Home Customer Reconciliation Where can I find the Recon ID and the report timestamp?

Where can I find the Recon ID and the report timestamp?

Last updated on Apr 23, 2026

Short Answer: Check the top-right corner of the report header for the Recon ID and timestamp.

PreRequisites

  1. Be signed in to CleverBalance

  2. Be on the Customer reconciliation report page

Steps

  1. Locate the header section.
    Look at the top-right area of the report page.

  2. Identify Recon ID and timestamp.
    You will see details like:

    • Recon ID (e.g., Recon ID: 1)

    • Date & time (e.g., 16 Apr 2026 02:56 PM)

Troubleshooting

  1. Recon ID or timestamp not visible
    Likely Cause: Screen size is too small or layout is compressed
    Action: Expand the browser window, zoom out, or refresh the page

Note: Use the Recon ID and timestamp when referencing or sharing a specific reconciliation report.