Where will reconciliations appear after I run them and how do I tell if any exist?
Short Answer: Reconciliations appear in the list area below the filter bar; if none exist you will see 'No reconciliations found'.
PreRequisites
-
Be signed in to CleverBalance
-
Open the Reconciliations page (see header 'Reconciliations')
Steps
-
Run a reconciliation using '+ New reconciliation' or ensure at least one reconciliation exists.
A reconciliation run exists in the account or for the selected filters. -
Look at the main content area below the filter bar (where 'No reconciliations found' is currently displayed).
If reconciliations exist, the list will occupy this area instead of the message. -
Adjust 'Reconciliation type', 'Reconciliation for', and 'Run by' to narrow results if you have many runs.
The list updates to show only matching reconciliations. -
If you expected items but see none, follow troubleshooting steps to broaden filters or confirm permissions.
Either reconciliations appear or you discover why they are not visible.
Troubleshooting
- The list area remains empty after running a reconciliation.
LikelyCause: Filters hide the new run or processing is delayed.
Action: Reset filters to broad values, refresh the page, and wait a few minutes for processing to finish.