The '+ New reconciliation' button is missing or disabled — how do I get access to create reconciliations?

Short Answer: If '+ New reconciliation' is missing or disabled, refresh and check sign-in; if it remains unavailable ask your admin to confirm you have permission to create reconciliations.

PreRequisites

1. Be signed in to CleverBalance (look for your avatar/initials in the top-right)

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

Steps

1. Confirm you are signed in by checking the top-right area for your avatar/initials.
   Your user avatar/initials are visible (indicating you are signed in).

2. Refresh the page and try again; clear browser cache if necessary.
   The page reloads and the '+ New reconciliation' button appears if it was a transient load issue.

3. Try a different browser or disable browser extensions that could block scripts.
   If a browser issue was the cause, the button becomes available.

4. If the button is still missing, contact your organization admin to confirm your user role and permissions for creating reconciliations.
   Admin confirms whether your account is allowed to create reconciliations or updates your role.

5. If admin confirms permissions are correct but the issue persists, contact CleverBalance support with a screenshot of the Reconciliations page.
   Support can investigate account settings or system issues.

Troubleshooting

1. '+ New reconciliation' button is not visible.
   LikelyCause: You do not have permission to create reconciliations or page did not fully load.
   Action: Confirm sign-in, refresh, and ask an admin to verify your permissions.

2. Button is visible but clicking it has no effect.
   LikelyCause: Browser script error or extension blocking site functionality.
   Action: Try another browser, disable extensions, and reload the page.