How do I reset filters to show all reconciliations?

Short Answer: Set filters to broad values—‘Reconciliation for’ = All reconciliations, ‘Run by’ = All users, and clear or widen ‘Reconciliation type’.

PreRequisites

1. Be on the Reconciliations page

2. Be signed in to CleverBalance

Steps

1. Reset ‘Reconciliation for’.
   Click the dropdown and select ‘All reconciliations’.

2. Reset ‘Run by’.
   Click the dropdown and choose ‘All users’.

3. Clear or broaden ‘Reconciliation type’.
   Select a broader option or remove any specific selection.

4. Review results.
   The list updates to show all available reconciliations.

Troubleshooting

1. No ‘All’ option available
   Likely Cause: Limited filter options based on permissions or data
   Action: Try different combinations or check with your admin