Short Answer: Drag & drop your file into the Entity B statement panel or click Upload file; supported formats are CSV, XLS, XLSX and the Maximum file size is 10MB.
PreRequisites
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Be on the New reconciliation page
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Have the Entity B statement ready in CSV, XLS, or XLSX format and under Maximum file size: 10MB
Steps
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Locate the Entity B statement panel on the New reconciliation page.
You can see Drag & drop your file here and the Upload file button. -
Either drag & drop your file into the panel area (Drag & drop your file here) or click Upload file.
A file selection dialog opens (if you clicked Upload file) or the drag action starts the upload. -
If you used Upload file, choose the file from your computer and confirm.
The selected file uploads and its name appears in the Entity B statement panel. -
Verify the uploaded file is accepted (no rejection message) and matches Supported formats: CSV, XLS, XLSX and Maximum file size: 10MB.
Entity B statement shows the file name and is ready for reconciliation.
Troubleshooting
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Clicking Upload file does not open a file chooser.
LikelyCause: Browser script blocker or an extension preventing dialogs.
Action: Try dragging the file into the panel, disable script blockers/extensions for this site, or use a different browser. -
File is rejected after upload.
LikelyCause: File format not supported or file exceeds Maximum file size: 10MB.
Action: Save or export the file as CSV, XLS, or XLSX and ensure it is below 10MB, then retry.