Short Answer: Supported formats: CSV, XLS, XLSX. Maximum file size: 10MB.
PreRequisites
- Open the New reconciliation page to view the uploader notes
Steps
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On the New reconciliation page look under the Entity B statement upload area for the text Supported formats: CSV, XLS, XLSX and Maximum file size: 10MB.
You see the exact supported formats and file size limit. -
If needed, click View sample data format to inspect a sample upload layout before saving files.
You can confirm required columns and formatting for successful upload.
Troubleshooting
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Your file is larger than 10MB.
LikelyCause: File contains many rows, extra columns, or embedded objects.
Action: Reduce rows/columns, remove unneeded fields, or split the file into smaller parts and retry uploading. -
Your file uses a different format (e.g., PDF).
LikelyCause: Export was produced in an unsupported format.
Action: Export or save the data as CSV, XLS, or XLSX from your source application, then upload.