Home 3-way Reconciliation How do I attach a report to my reconciliation?

How do I attach a report to my reconciliation?

Last updated on Aug 31, 2026

Short Answer: Click the "+ Add report" button at the bottom of a side column and follow the upload prompt to attach a report file.

PreRequisites

  1. Be on the New reconciliation page

  2. Have the report file ready CSV, XLS, or XLSX as applicable

Steps

  1. Scroll to the bottom of the side column where you want to add the report.
    You see the "+ Add report" button.

  2. Click "+ Add report".
    A file chooser appears.

  3. Select the report file CSV, XLS, or XLSX and confirm the upload.
    The report is attached to the reconciliation.

Troubleshooting

  1. Clicking "+ Add report" doesn't open a file dialog.
    LikelyCause: Browser blocked pop-ups/file dialogs or permission issues.
    Action: Allow file dialogs in your browser, refresh the page, or try a different browser.

Note: The "+ Add report" control appears in each side column in the screenshot.