What does the Reconciliations page show and where do I run a reconciliation?

Short Answer: The page shows past reconciliations and lets you start a new one using the ‘+ New reconciliation’ button.

PreRequisites

1. Be signed in to CleverBalance

Steps

1. Open the Reconciliations page.
   Confirm the header ‘Reconciliations’ and subtitle ‘View past reconciliations or run a new one.’

2. View past reconciliations.
   Use filters like ‘Reconciliation type’, ‘Reconciliation for’, and ‘Run by’ to find existing records.

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

Troubleshooting

1. Cannot access the Reconciliations page
   Likely Cause: Missing permissions or restricted access
   Action: Ensure you are signed in and contact your admin for access

Note: If no reconciliations exist yet, the page may display ‘No reconciliations found’.