Home Vendor Reconciliation How do I share this reconciliation report?

How do I share this reconciliation report?

Last updated on Apr 28, 2026

Short Answer: Click the "Share" button in the report header to open the report sharing options.

PreRequisites

  1. Be signed in to CleverBalance

  2. Open the Vendor / supplier reconciliation report

Steps

  1. Ensure you are viewing the "Vendor / supplier reconciliation report" for the vendor.
    You see the header with the "Share" button.

  2. Click the "Share" button.
    The application opens sharing options (share dialog or link).

  3. Follow the on-screen share options to share the report (for example, copy a link or enter recipients).
    Recipient(s) receive access or you get a shareable link.

Troubleshooting

  1. Clicking "Share" does nothing or share dialog fails to open.
    LikelyCause: Popup blocked by the browser or insufficient permissions.
    Action: Allow pop-ups for this site, check your account permissions, refresh the page, and retry.

  2. Recipients cannot access the shared report.
    LikelyCause: Restricted access or incorrect link permissions.
    Action: Confirm the share settings and that recipients have the required access in CleverBalance.

Note: The "Share" control is next to "Back to list" and "Run new reconciliation" in the header.