Home Intercompany Reconciliation How do I replace or edit the Entity A statement?

How do I replace or edit the Entity A statement?

Last updated on Apr 24, 2026

Short Answer: Click Edit (pencil icon) on the Entity A statement card and upload a new CSV/XLS/XLSX file (≤ 10MB).

PreRequisites

  1. Be on the New reconciliation page

  2. Have the replacement file ready in CSV, XLS, or XLSX format and under 10MB

Steps

  1. Find the Entity A statement panel and check the current file name.
    You will see the file card with an Edit (pencil icon) option.

  2. Click Edit (pencil icon) on the Entity A statement card.
    A file selection option will appear.

  3. Select the new file from your computer (CSV/XLS/XLSX) and confirm.
    The file uploads and replaces the existing file.

  4. Verify the updated file name appears in the Entity A statement panel.
    The new file is now ready for use.

Troubleshooting

  1. Clicking Edit does not allow file selection
    LikelyCause: Browser or UI issue
    Action: Refresh the page or try a different browser

  2. File upload fails
    LikelyCause: Unsupported format or file exceeds 10MB
    Action: Convert to CSV/XLS/XLSX and ensure file size is within limit

Note: Use Edit to replace the existing file without starting a new reconciliation.