Home Credit Card Reconciliation How do I set 'Reconciliation type' to 'Credit card reconciliation'?

How do I set 'Reconciliation type' to 'Credit card reconciliation'?

Last updated on Apr 29, 2026

Short Answer: Click the 'Reconciliation type' dropdown and select 'Credit card reconciliation'.

PreRequisites

  1. Be on the Reconciliations page

  2. Have access to the Reconciliation type dropdown

Steps

  1. Open the Reconciliations page and locate the 'Reconciliation type' control.
    You see the 'Reconciliation type' field showing its current value.

  2. Click 'Reconciliation type' and select 'Credit card reconciliation' from the list.
    The field displays 'Credit card reconciliation'.

  3. Review the results area to see reconciliations matching that type.
    Results update or show 'No reconciliations found' if none exist.

Troubleshooting

  1. 'Credit card reconciliation' is not an option in the dropdown.
    LikelyCause: That reconciliation type is not available for your account or a UI issue.
    Action: Refresh the page; if it remains missing, check with your administrator.