Home Reconciliation How do I run a new reconciliation?

How do I run a new reconciliation?

Last updated on Aug 27, 2026

Short Answer: Click the '+ New reconciliation' button on the Reconciliations page to start a new run.

PreRequisites

  1. Be signed in

  2. Access to the Reconciliations page

Steps

  1. Open the Reconciliations page title 'Reconciliations'.
    You can see the '+ New reconciliation' button at the top-right.

  2. Click '+ New reconciliation'.
    The new reconciliation flow or form opens next screens not shown in this flow.

  3. Follow the on-screen steps in the new reconciliation flow to select data/files and run the reconciliation.
    The reconciliation is queued or runs and later appears in the list.

Troubleshooting

  1. I don't see the '+ New reconciliation' button.
    LikelyCause: You might not be on the Reconciliations page or you may lack permission to create reconciliations.
    Action: Confirm the page header reads 'Reconciliations'. If it does and the button is still missing, contact your account admin to confirm access.

  2. Clicking '+ New reconciliation' does nothing.
    LikelyCause: Temporary UI or network issue.
    Action: Refresh the page, try again, or check your network connection.

Note: The detailed steps after clicking '+ New reconciliation' are not shown in the provided screens; follow the on-screen form that appears.