Short Answer: Use the left panel labeled 'Vendor / supplier statement'—if a file is present click 'Edit' to replace it; otherwise click the panel to select a file.
PreRequisites
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Be on the 'New reconciliation' page
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Have the vendor statement file ready in CSV, XLS, or XLSX format and ≤10MB
Steps
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On the New reconciliation page locate the left panel titled 'Vendor / supplier statement'.
You see the 'Vendor / supplier statement' panel; it may show an existing filename like 'Vendor_Statement.xlsx'. -
If a file is already shown, click 'Edit' in the panel to replace it.
An option to choose a new file appears or the file is replaced after selection. -
If no file is present, click the 'Vendor / supplier statement' panel to open your file picker and choose the vendor statement file.
The selected vendor statement filename appears in the panel. -
Confirm the filename is visible in the panel before proceeding to upload the Books file.
Uploaded filename (e.g., 'Vendor_Statement.xlsx') and 'Edit' are visible in the panel.
Troubleshooting
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I don't see an 'Edit' option.
LikelyCause: No file is uploaded yet or the page did not fully load.
Action: If no file is uploaded, click the panel to upload. Otherwise refresh the page and try again. -
Upload fails or file is rejected.
LikelyCause: File format not supported or file exceeds 10MB.
Action: Convert to CSV/XLS/XLSX and reduce file size below 10MB, then re-upload.