Home Reconciliation How do I remove or replace an uploaded file from the Create view?

How do I remove or replace an uploaded file from the Create view?

Last updated on Aug 27, 2026

Short Answer: Open the uploaded file card on the New reconciliation page, use the file card’s remove/delete action, and confirm the deletion in the confirmation modal.

PreRequisites

  1. A file is already uploaded and visible on the Create page

Steps

  1. On the New reconciliation page, locate the uploaded file card left or right.
    Uploaded file card shows the filename and small action icons.

  2. Click the file card’s remove/trash icon or open its action menu and choose 'Delete' or 'Remove'.
    A confirmation modal appears asking you to confirm deletion.

  3. Confirm deletion by clicking 'Delete' in the confirmation modal.
    The file is removed and the upload card returns to the empty 'Upload file' state.

Troubleshooting

  1. I don’t see a delete/remove icon on the uploaded card.
    LikelyCause: Action icons may be hidden until you hover over the card or you lack permission.
    Action: Hover over the uploaded card to reveal actions or contact your admin to confirm permissions.

  2. Clicking 'Delete' does not remove the file.
    LikelyCause: Temporary UI error or network issue.
    Action: Refresh the page and try deleting again. If it persists, re-upload a corrected file or contact support.

Note: A confirmation modal appears before permanent deletion — the modal uses a prominent 'Delete' action to confirm removal.