How do I filter reconciliations by type, ‘Reconciliation for’, or ‘Run by’?

Short Answer: Use the three dropdown filters—‘Reconciliation type’, ‘Reconciliation for’, and ‘Run by’—to narrow results.

PreRequisites

1. Be signed in to CleverBalance

2. Be on the Reconciliations page

Steps

1. Locate the filter bar.
   Find the filters below the Reconciliations title.

2. Filter by type.
   Click ‘Reconciliation type’ and select the type you want.

3. Filter by scope.
   Click ‘Reconciliation for’ and choose the relevant scope (e.g., All reconciliations).

4. Filter by user.
   Click ‘Run by’ and select a specific user or All users.

5. View updated results.
   The list updates automatically based on your selected filters.

Troubleshooting

1. Filters do not change results
   Likely Cause: No matching data or filters too restrictive
   Action: Set ‘Reconciliation for’ to All reconciliations and ‘Run by’ to All users, then retry

2. Dropdown does not open or is empty
   Likely Cause: Loading issue or limited data access
   Action: Refresh the page or contact your admin/support

Note: Use a combination of filters to refine results, or broaden them to find more reconciliations.