Home Vendor Reconciliation How do I download the Vendor / supplier reconciliation report?

How do I download the Vendor / supplier reconciliation report?

Last updated on Apr 28, 2026

Short Answer: Click the "Download report" button in the Vendor / supplier reconciliation report header and save the file when your browser prompts.

PreRequisites

  1. Be signed in to CleverBalance

  2. Open the Vendor / supplier reconciliation report for the vendor (e.g., Vendor 1)

Steps

  1. Confirm you are on the "Vendor / supplier reconciliation report" page for the vendor.
    You see the report header with buttons including "Download report".

  2. Click the "Download report" button.
    Your browser begins downloading the report or shows a save dialog.

  3. Save the downloaded file to your preferred location when prompted by the browser.
    Report file is saved to your computer.

Troubleshooting

  1. Clicking "Download report" does nothing.
    LikelyCause: Browser blocked the download or a temporary network issue.
    Action: Check browser pop-up/download settings, allow downloads for this site, and retry. If intermittent, check network connection.

  2. Downloaded file is empty or older than expected.
    LikelyCause: Cached response or the reconciliation run hasn't completed.
    Action: Refresh the report page, confirm the Recon ID and timestamp, then retry "Download report".

Note: The report button is the yellow "Download report" in the report header.