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How can I see all reconciliations?

Short Answer: Click the "View all" button at the bottom of the Reconciliation card on the Home page. PreRequisites 1. Be signed in to your CleverBalance account. 2. Be on the Home page. Steps 1. Open the Home page and locate the Reconciliation card (titled "Reconciliation"). The card displays a short list of reconciliations along with a "View all" button. 2. Click the "View all" button at the bottom-left of the card. The full reconciliations list opens. 3. From the full list, select any reconciliation and click "View report" to open its details. The individual reconciliation report loads. Troubleshooting 1. The "View all" button is not visible. Likely Cause: Your account currently has no reconciliations, so the card shows "New reconciliation" instead. Action: Click "New reconciliation" to create one, or confirm you are using the correct account. Note: If you expect to see older reconciliations but they are missing, verify the account initials or workspace shown in the top-right corner.

How do I start a new reconciliation?

Short Answer: From Home, open the Reconciliation card and click the yellow "New reconciliation" button. PreRequisites 1. Be signed in to your CleverBalance account. 2. Be on the Home page (header shows "Welcome back, John"). Steps 1. Open the Home page and locate the Reconciliation card (card title "Reconciliation"). The Reconciliation card and the yellow "New reconciliation" button are visible. 2. Click the "New reconciliation" button on the Reconciliation card. The reconciliation setup/creation flow begins. 3. Follow the on-screen prompts in the setup flow to configure data sources and run the reconciliation. The new reconciliation is created and will appear in the Reconciliations list after it runs. Troubleshooting 1. The "New reconciliation" button is not visible and you see a list of reconciliations instead. Likely Cause: Your account already has reconciliations, so the Home card shows recent runs. Action: Use the "View report" links or click "View all" to manage existing reconciliations. 2. Clicking "New reconciliation" does nothing. Likely Cause: Temporary network or browser loading issue. Action: Reload the page, check your internet connection, or try a different browser. 3. You expected to see "New reconciliation" but Home shows a different account. Likely Cause: You are signed in to the wrong account. Action: Check the account initials in the top-right corner (for example "PS") and sign in with the correct account. Note: If the issue persists after refreshing, capture a screenshot of the Home header and the Reconciliation card and share it with support.

How do I view an existing reconciliation report?

Short Answer: On Home, under the Reconciliation card’s Reconciliations list, click the blue "View report" link next to the reconciliation name. PreRequisites 1. Be signed in to your CleverBalance account. 2. At least one reconciliation exists (Home shows a Reconciliations list). Steps 1. Open the Home page and locate the Reconciliation card (title "Reconciliation"). You will see the Reconciliations section with reconciliation names and Last run dates. 2. Find the reconciliation you want to view (example names: Kotak111, HDFC, ICICI). Identify the item using its name and Last run date. 3. Click the blue "View report" link to the right of the reconciliation name. The reconciliation report page opens. 4. If you need to see more reconciliations, click the "View all" button at the bottom of the card. The full list of reconciliations opens. Troubleshooting 1. There is no "View report" link next to an entry. Likely Cause: The page may show "New reconciliation" if none exist yet, or the reconciliation is still processing. Action: If you see "New reconciliation", create one; otherwise refresh the page or click "View all" to check the reconciliation status. 2. Clicking "View report" opens a blank page or error. Likely Cause: Temporary network/server issue or permission problem. Action: Refresh the page, check your internet connection, try again later, and capture a screenshot if the error continues.

What information is shown on the Reconciliation card on Home?

Short Answer: The card shows "Reconciliation", a description, a Reconciliations list with names and Last run dates, blue "View report" links, and either "View all" or "New reconciliation". PreRequisites 1. Be signed in to your CleverBalance account. 2. Be on the Home page. Steps 1. Open the Home page and locate the card titled "Reconciliation". The card displays the description: "AI-powered reconciliation for faster closes, audits, and reporting." 2. Look at the Reconciliations section inside the card. Each item shows the reconciliation name, its Last run date (for example "Last run: 8 Sep 2025"), and a blue "View report" link. 3. Check the primary action button at the bottom of the card. You will see either: - "New reconciliation" if no reconciliations exist, or - "View all" if reconciliations are already available. Troubleshooting 1. Text or buttons on the card are missing or incomplete. Likely Cause: The page did not fully load or you may be viewing a different account. Action: Refresh the page and verify the account initials in the top-right corner of the header. Note: Common visible texts on the card include "Reconciliation", "AI-powered reconciliation for faster closes, audits, and reporting.", "Reconciliations", "Last run: 8 Sep 2025", "View report", "View all", and "New reconciliation".

What should I do if "View report" or "New reconciliation" do not respond?

Short Answer: Refresh the Home page, check your internet connection and browser, confirm you’re signed into the correct account (top-right initials like "PS"), then try again. PreRequisites 1. Be signed in to your CleverBalance account. 2. Have a stable internet connection. Steps 1. Reload the Home page (refresh your browser) and try the button or link again. Temporary loading issues may be cleared and the controls should respond. 2. Confirm you are signed into the correct account by checking the initials in the top-right corner (for example "PS"). This ensures you are using the correct workspace. 3. Check your network connection and try another network if possible. This helps rule out connectivity problems. 4. Try using a different browser or clear your browser cache, then retry the action. If the issue was browser-related, the UI should work normally. 5. If the issue persists, capture a screenshot of the Home header and Reconciliation card and share it with your administrator or support team. This helps support diagnose the issue. Troubleshooting 1. Clicking "View report" returns an error page. Likely Cause: Server-side error or permission restriction. Action: Refresh the page. If the error continues, capture the error message and screenshot and send it to support or your admin. 2. Buttons are visible but not clickable. Likely Cause: JavaScript failed to load or the page didn’t fully render. Action: Reload the page, disable script-blocking browser extensions, or try a different browser. 3. You see "New reconciliation" when you expected reports. Likely Cause: You are signed into a different account. Action: Check the top-right initials and sign in with the correct account that contains your reconciliations. Note: If you capture an error, include the exact error message and the time shown when reporting it. This helps speed up troubleshooting.

Why does the Reconciliation card say "New reconciliation"?

Short Answer: When your account has no saved reconciliations, the Home Reconciliation card shows the "New reconciliation" button so you can create your first reconciliation. PreRequisites 1. Be signed in to your CleverBalance account. 2. Be on the Home page. Steps 1. Open the Home page and locate the Reconciliation card. The card displays the yellow "New reconciliation" button. 2. If you want to create a reconciliation, click "New reconciliation". The reconciliation creation flow begins. 3. If you expected existing reconciliations, return to Home and check whether the card shows the Reconciliations list instead. When reconciliations exist, the list (for example "Kotak111") appears along with "View report" links. 4. Confirm you are signed in to the correct account by checking the initials in the top-right corner (for example "PS"). This helps verify whether reconciliations belong to this account. Troubleshooting 1. You expected past reconciliations but Home still shows "New reconciliation". Likely Cause: You may be signed into a different account, or reconciliations were never created for this account. Action: Sign out and sign in again with the correct account, or check with your teammate/admin who manages reconciliations to confirm where they were created. Note: The Home header typically shows "Welcome back, John" and the subtitle "Explore and continue your AI-powered work — starting with Reconciliation."