Why does the Reconciliations page show 'No reconciliations found'?

Why does the Reconciliations page show 'No reconciliations found'?

Short Answer: That message appears when there are no reconciliation runs that match your current filters or when no runs have been created yet.

PreRequisites

1. Be signed in to CleverBalance

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

Steps

1. Check the values of the three filters: 'Reconciliation type', 'Reconciliation for', and 'Run by'.
   You can see the current selections (e.g., 'Vendor / supplier reconciliation', 'All reconciliations', 'All users').

2. Broaden your search by setting 'Reconciliation for' to 'All reconciliations' and 'Run by' to 'All users'.
   If reconciliations exist they should appear below the filters.

3. If you still see the message, consider that no reconciliations have been run yet for your account or selection.
   You will either run a new reconciliation or ask a colleague to confirm previous runs.

4. If you expect past runs to appear but they do not, contact your admin to confirm access or contact support.
   Admin can verify whether reconciliations exist and whether you have permission to view them.

Troubleshooting

1. No reconciliations after setting 'All reconciliations' and 'All users'.
   LikelyCause: There are no reconciliations in the account or for that timeframe.
   Action: Run a reconciliation with '+ New reconciliation' or confirm with colleagues that reconciliations were executed.

2. You recently ran a reconciliation but it does not show up.
   LikelyCause: Incorrect filter selections (type, scope, or user) or a delay in processing.
   Action: Reset filters to broader values, refresh the page, and wait a few minutes for processing to complete.

3. Page displays 'No reconciliations found' and other page elements fail to load.
   LikelyCause: Network or server issue.
   Action: Refresh the browser, check your network connection, and try again. Contact support if the issue persists.