Short Answer: Click 'Run new reconciliation' in the report header to start a new run, then wait for the 'Running monthly revenue reconciliation' page and the progress bar.
PreRequisites
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You are on the report page 'Monthly revenue reconciliation'
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Source files or data are ready for processing
Steps
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From the report header click 'Run new reconciliation'.
A new reconciliation begins or you are taken to the running status screen. -
On the running screen, monitor the progress bar and status messages.
You see 'Running monthly revenue reconciliation' and progress e.g., 'Matching transactions by rule 1'. -
Wait for the run to complete and review results in the summary cards and transaction lists.
Report results are displayed Fully matched, Partially matched, Unmatched, Skipped. -
If the run fails, use the error page button 'Run reconciliation again' to retry.
System attempts to re-run the reconciliation.
Troubleshooting
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'Run new reconciliation' doesn't start a run or the button doesn't respond.
LikelyCause: Temporary UI or network issue.
Action: Reload the page and try again. If it still doesn't work, wait and retry or check the error page if shown. -
Run repeatedly fails.
LikelyCause: Corrupt or invalid source files.
Action: Check your source files for validation errors see 'Skipped' tab and correct them before re-running.
Note: If you re-run the same dataset, allow time for the system to process changes before downloading results.