Short Answer: On the Products page, open the Reconciliation card and click "Try for free" or "View reconciliations" if shown to proceed to the Reconciliation area or activation flow.
PreRequisites
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Be signed in
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Open the Products page (/products)
Steps
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Open the Products page (/products).
The page loads and shows product cards including 'Reconciliation', 'Journal Entry', and 'Reports'. -
Locate the Reconciliation card heading: 'Reconciliation'.
You see the Reconciliation description and the action button on the card. -
If the Reconciliation card shows 'Try for free', click 'Try for free'.
The app begins the process to enable Reconciliation or opens the next setup flow. -
If the Reconciliation card shows 'View reconciliations', click 'View reconciliations'.
You are taken to the reconciliations area or list for your account.
Troubleshooting
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No 'Try for free' or 'View reconciliations' button visible on the Reconciliation card.
LikelyCause: UI did not fully load, or your account lacks permission or product access.
Action: Refresh the Products page; sign out and sign back in. If the button is still missing, contact your account admin or support for product access. -
Clicking 'Try for free' does nothing.
LikelyCause: Network error, blocked popup/script, or session expired.
Action: Allow popups, refresh the page, sign out and sign in again, then try 'Try for free' again. -
'View reconciliations' opens but shows no data.
LikelyCause: No reconciliations exist yet for your account.
Action: If you expect reconciliations, verify data sources or steps to create reconciliations in your account; otherwise, enable the product click 'Try for free' if available or contact support for help.
Note: The Reconciliation card description lists product capabilities but does not show the activation screen in these images.