How do I start a new reconciliation?

How do I start a new reconciliation?

Short Answer: From the Reconciliations page, click the '+ New reconciliation' button (top-right) to begin a new reconciliation.

PreRequisites

1. Be signed in to CleverBalance

2. Open the Reconciliations page (see the header 'Reconciliations')

3. Permission to create reconciliations, if your organization restricts access

Steps

1. Open the Reconciliations page and confirm you see the header 'Reconciliations' and the filter bar.
   The page shows the 'Reconciliations' heading, filter dropdowns, and the '+ New reconciliation' button.

2. Click the '+ New reconciliation' button in the top-right.
   A new reconciliation workflow or setup view opens so you can configure the run.

3. Follow the on-screen prompts to choose options and run the reconciliation.
   The reconciliation is submitted and the system begins processing the run.

4. Return to the Reconciliations page and refresh if needed to view the new run in the list area below the filters.
   The newly run reconciliation appears in the list area (replacing 'No reconciliations found' if present).

Troubleshooting

1. Clicking '+ New reconciliation' does nothing or the button is not present.
   LikelyCause: Page load error, browser extension blocking scripts, or you lack permission to create reconciliations.
   Action: Refresh the page, try a different browser or disable extensions. If the button is still missing, ask your org admin to confirm you have permission.

Note: If you run a reconciliation but do not see it, adjust the filters ('Reconciliation type', 'Reconciliation for', 'Run by') to broaden results.