Home Vendor Reconciliation Where will reconciliations appear after I run them and how do I tell if any exist?

Where will reconciliations appear after I run them and how do I tell if any exist?

Last updated on Apr 28, 2026

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

  1. Be signed in to CleverBalance

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

Steps

  1. 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.

  2. 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.

  3. Adjust 'Reconciliation type', 'Reconciliation for', and 'Run by' to narrow results if you have many runs.
    The list updates to show only matching reconciliations.

  4. 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

  1. 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.

Note: The placeholder message 'No reconciliations found' occupies the same space where reconciliation results appear when available.