Short Answer: Use the three dropdowns at the top of the Reconciliations page: 'Reconciliation type', 'Reconciliation for', and 'Run by' to narrow results.
PreRequisites
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Be signed in to CleverBalance
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Open the Reconciliations page (see header 'Reconciliations')
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At least one reconciliation exists to return results
Steps
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Locate the filter bar under the 'Reconciliations' heading.
You see three dropdowns labeled 'Reconciliation type', 'Reconciliation for', and 'Run by'. -
Open the 'Reconciliation type' dropdown and select the desired type (the current value shown is 'Vendor / supplier reconciliation').
The page will narrow results to the selected reconciliation type. -
Open the 'Reconciliation for' dropdown and choose a specific scope or leave 'All reconciliations' to show everything.
Results are filtered by the selected scope. -
Open the 'Run by' dropdown and choose 'All users' or a specific user to filter by who ran the reconciliation.
The results list shows reconciliations run by the selected user(s). -
If the results area still shows 'No reconciliations found', broaden filters (e.g., set 'Reconciliation for' to 'All reconciliations' and 'Run by' to 'All users').
If matching reconciliations exist they will appear below the filters.
Troubleshooting
- No reconciliations appear after changing filters.
LikelyCause: The combination of filters is too narrow or no reconciliations match those values.
Action: Reset filters to 'All reconciliations' and 'All users', or try different 'Reconciliation type' values to broaden the search.