How do I run a new reconciliation for this vendor?

Short Answer: Click the "Run new reconciliation" button in the report header to start a new reconciliation run for the vendor.

PreRequisites

1. Be signed in to CleverBalance

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

3. Have permission to run reconciliations (if your account is role-limited)

Steps

1. Open the vendor’s "Vendor / supplier reconciliation report".
   You see the report header and the "Run new reconciliation" button.

2. Click "Run new reconciliation".
   The application initiates a new reconciliation run for this vendor.

3. Wait for the reconciliation process to complete (monitor changes to Recon ID or timestamp).
   A new run completes and the report updates to reflect the latest results.

Troubleshooting

1. "Run new reconciliation" button is unresponsive or disabled.
   LikelyCause: You may lack permission, or another reconciliation is already running for this vendor.
   Action: Confirm your user role and permissions or wait for the current run to finish. Contact an administrator if needed.

2. Recon results do not update after running a new reconciliation.
   LikelyCause: Run failed or UI needs refresh.
   Action: Refresh the page and check the Recon ID and timestamp at the top-right of the report.

Note: If you expect a new Recon ID or timestamp after a run, check the top-right of the screen for changes.