What is the ‘Reconciliation for’ filter and how do I use it?

Short Answer: It controls which reconciliations are shown based on scope—select a value (e.g., ‘All reconciliations’) to filter results.

PreRequisites

1. Be on the Reconciliations page

2. Be signed in to CleverBalance

Steps

1. Locate the filter.
   Find the ‘Reconciliation for’ dropdown in the filter bar.

2. Open the dropdown.
   Click on it to view available scope options.

3. Select a scope.
   Choose the desired option (e.g., ‘All reconciliations’).
   The list updates automatically based on your selection.

Troubleshooting

1. No results after selecting an option
   Likely Cause: No data for that scope or other filters are restricting results
   Action: Set ‘Run by’ to All users and broaden ‘Reconciliation type’, then try again

Note: Use this filter along with others to narrow or expand the list of reconciliations displayed.