Short Answer: On the New reconciliation page choose Select reconciliation type = Intercompany reconciliation, set Reconciliation name, upload Entity A and Entity B files, then click Run reconciliation.
PreRequisites
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Signed in to CleverBalance
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Open the New reconciliation page
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Have Entity A and Entity B statement files ready in CSV, XLS, or XLSX format and under Maximum file size: 10MB
Steps
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Open the New reconciliation page and confirm you see the header New reconciliation.
The page shows Select reconciliation type and Reconciliation name fields. -
Under Select reconciliation type click the dropdown and choose Intercompany reconciliation.
Intercompany reconciliation is selected and subtitle Entity A statement vs Entity B statement is visible. -
In Reconciliation name click the input and type your desired name (or keep the default Intercompany Reconciliation).
The chosen reconciliation name appears in the Reconciliation name field. -
Under Entity A statement confirm the displayed file or click Edit (pencil) to replace the file.
Entity A statement panel shows the uploaded file name. -
Under Entity B statement either drag & drop your file into the panel or click Upload file and select the file.
Entity B statement panel displays the uploaded file name. -
Confirm both files meet Supported formats: CSV, XLS, XLSX and Maximum file size: 10MB.
Files are accepted without errors. -
Click Run reconciliation (yellow button at top-right) to start the process.
The reconciliation begins and moves to the mapping step.
Troubleshooting
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Upload is rejected or file does not appear.
LikelyCause: Unsupported format or file exceeds 10MB.
Action: Convert to CSV/XLS/XLSX, ensure size is under 10MB, and retry. -
Run reconciliation does not start.
LikelyCause: One or both files missing or network issue.
Action: Confirm both Entity A and Entity B files are uploaded, refresh, and retry. -
Clicking Edit does not change the file.
LikelyCause: Browser/UI issue.
Action: Refresh the page or try a different browser.