Short Answer: If '+ New reconciliation' is missing or inactive, refresh the page and confirm you're signed in and on the Reconciliations page; if it persists, you may not have permission to create reconciliations.
PreRequisites
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Be signed in to CleverBalance
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Open the Reconciliations page
Steps
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Confirm you are on the Reconciliations page and look for '+ New reconciliation' in the top-right area.
Either the '+ New reconciliation' button is visible or it is not. -
Refresh the page (browser reload) and try again.
The button reappears if the issue was temporary. -
Sign out and sign back in to refresh your session, then check the page again.
Authentication issues are resolved if the session had expired. -
If the button still does not appear or is not clickable, contact your account administrator to confirm you have rights to create reconciliations.
Administrator can confirm permissions or resolve account settings.
Troubleshooting
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Button missing only in one browser.
LikelyCause: Local browser issue (extensions, caching).
Action: Try a different browser or disable extensions, then reload the page. -
Button visible but clicking does nothing.
LikelyCause: Temporary UI or network error or insufficient permissions.
Action: Refresh, sign out/in, and if the problem persists ask your administrator to verify permissions.
Note: The screenshot shows the '+ New reconciliation' button in orange at the top-right when available.