Short Answer: 'Run reconciliation' requires the vendor name and both the Vendor / supplier statement and Books files uploaded; files must be CSV/XLS/XLSX and ≤10MB.
PreRequisites
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Vendor name entered in 'Vendor / supplier name'
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Vendor / supplier statement file uploaded
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Books / Books of accounts file uploaded
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Files are CSV, XLS, or XLSX and under 10MB
Steps
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Confirm the 'Vendor / supplier name' field is filled (placeholder: 'Enter vendor / supplier name').
Vendor name appears in the field. -
Check the 'Vendor / supplier statement' panel shows a filename or 'Edit'.
Vendor statement filename is visible (example 'Vendor_Statement.xlsx'). -
Check the 'Books / Books of accounts' panel shows the uploaded books file.
Books filename or confirmation is visible in the panel. -
Verify both files meet the supported formats (CSV, XLS, XLSX) and are under 10MB.
Files are in supported formats and below the size limit. -
If all above are correct, click 'Run reconciliation' again.
Reconciliation begins or you are prompted to map required fields.
Troubleshooting
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'Run reconciliation' remains inactive after uploading files.
LikelyCause: A required field (vendor name) is missing or upload did not complete.
Action: Enter the vendor name, confirm both uploads show filenames, refresh the page and re-upload if needed, then retry 'Run reconciliation'. -
Upload errors prevent reconciliation.
LikelyCause: Unsupported file format or file too large.
Action: Convert files to CSV/XLS/XLSX and reduce file size below 10MB, then re-upload. -
Run starts but mapping step blocks completion.
LikelyCause: Required fields in your files don't match expected columns.
Action: Click 'View sample data format' to check required columns and edit your files to match, then re-upload and retry.