Home Reconciliation I don't see '+ New reconciliation' or 'View report' — what should I do?

I don't see '+ New reconciliation' or 'View report' — what should I do?

Last updated on Aug 27, 2026

Short Answer: Confirm you're on the Reconciliations page, clear filters, refresh the page, and if controls are still missing ask your account admin to check permissions.

PreRequisites

  1. Be signed in

  2. On the Reconciliations page

Steps

  1. Verify the page header reads 'Reconciliations' and that you're on the correct page.
    You confirm you're viewing the Reconciliations interface.

  2. Click 'Reset' to clear filters in case items are hidden.
    Filters clear and any hidden controls or rows may reappear.

  3. Refresh your browser and try again.
    Temporary UI issues are often resolved.

  4. If the buttons are still missing, contact your account admin to confirm you have permission to create or view reconciliations.
    Admin can verify and update access if needed.

Troubleshooting

  1. '+ New reconciliation' missing.
    LikelyCause: Insufficient permissions or not on the correct page.
    Action: Confirm you're on 'Reconciliations' and ask your account admin to grant create access if needed.

  2. 'View report' link missing or not clickable.
    LikelyCause: The reconciliation may not have completed or there is a UI/network issue.
    Action: Check the 'Status' column; refresh the page and, if needed, contact your admin or support.

Note: Permission and account issues are the most common cause of missing actions; the UI shows filters and statuses to help confirm whether data is present.