Why are Reference / Description values missing or incorrect in reconciliation?

Short Answer: Reference values come from the chips in '5. Reference / Description'; if they are missing or wrong, check '2. Header row' and the chips in that box.

PreRequisites

1. Configure entity A statement dialog open

2. '2. Header row' set

Steps

1. Open '5. Reference / Description' and review the chips listed (e.g., 'Entry No', 'Doc Type', 'Doc No', etc.).
   You can see which columns will be used for the reference.

2. If a needed column is not present, verify '2. Header row' is set to the row that contains your column names.
   Missing columns become available as chips once header row is correct.

3. Remove unwanted chips by clicking '×' beside each chip you do not want included.
   Reference composition reflects only the selected chips.

4. Save & apply your changes and inspect a sample reconciliation to confirm references now read as expected.
   References are built from the selected fields.

Troubleshooting

1. Reference fields are blank in output.
   LikelyCause: No chips are selected in '5. Reference / Description' or the selected columns are empty.
   Action: Select one or more fields in '5. Reference / Description' and ensure those columns contain data in the source file.

2. Reference text contains unintended values.
   LikelyCause: An incorrect column was included as a chip.
   Action: Remove the incorrect chip (click '×') and add the correct field (ensure header row is correct so it appears).

Note: Reference composition is literal — the chosen chips are concatenated to build the description, so choose only relevant fields.