Home Vendor Reconciliation How do I replace an uploaded Vendor / supplier statement file?

How do I replace an uploaded Vendor / supplier statement file?

Last updated on Apr 28, 2026

How do I replace an uploaded Vendor / supplier statement file?

Short Answer: Click 'Edit' in the 'Vendor / supplier statement' panel, then select a new file to replace the existing file.

PreRequisites

  1. A Vendor / supplier statement file is currently uploaded

  2. Have the replacement file ready (CSV, XLS, XLSX, ≤10MB)

Steps

  1. Locate the 'Vendor / supplier statement' panel where the current filename is displayed (example 'Vendor_Statement.xlsx').
    You can see the existing vendor statement filename and the 'Edit' link.

  2. Click the 'Edit' link in the panel to begin replacing the file.
    A file picker or replace option appears.

  3. Choose the new vendor statement file from your computer and confirm the selection.
    The panel updates to show the new filename.

  4. Verify the new file is visible before continuing to upload the Books file or clicking 'Run reconciliation'.
    New filename is displayed successfully in the 'Vendor / supplier statement' panel.

Troubleshooting

  1. Clicking 'Edit' does nothing.
    LikelyCause: Temporary UI issue or page did not fully load.
    Action: Refresh the page and try again; if the problem persists re-upload by navigating away and back or contact support.

  2. Replacement file gets rejected.
    LikelyCause: New file exceeds 10MB or is not CSV/XLS/XLSX.
    Action: Convert or reduce the file size and try replacing again.