How do I start a new intercompany reconciliation?

Short Answer: Click ‘+ New reconciliation’ on the Reconciliations page and select Intercompany reconciliation.

PreRequisites

1. Be signed in to CleverBalance

2. Have access to the Reconciliations page

Steps

1. Open the Reconciliations page.
   Confirm the page header shows ‘Reconciliations’.

2. Set the reconciliation type (optional).
   Use the ‘Reconciliation type’ dropdown and select ‘Intercompany reconciliation’.

3. Start a new reconciliation.
   Click the ‘+ New reconciliation’ button at the top-right.

4. Proceed with setup.
   Follow the on-screen steps to configure and run the intercompany reconciliation.

Troubleshooting

1. ‘+ New reconciliation’ button not visible
   Likely Cause: Limited permissions or small screen size
   Action: Expand your browser window or check access with your admin

2. Clicking the button does nothing
   Likely Cause: Browser or network issue
   Action: Refresh the page, disable popup blockers, or try a different browser

Note: If no reconciliations exist yet, the page may show ‘No reconciliations found’ until you create one.