Home 3-way Reconciliation How do I edit a side title for example "Side A - Your Records"?

How do I edit a side title for example "Side A - Your Records"?

Last updated on Aug 31, 2026

Short Answer: Click the pencil edit icon next to the side title e.g., next to "Side A - Your Records" to make the title editable.

PreRequisites

  1. Be on the New reconciliation page

  2. Have permission to edit reconciliation settings if applicable

Steps

  1. Locate the pencil icon next to the side title e.g., "Side A - Your Records".
    You see the pencil edit icon next to the side heading.

  2. Click the pencil icon to enter edit mode for the title.
    The side title becomes editable so you can change the text.

  3. Change the title text as needed and confirm the change using the UI control shown after entering edit mode.
    The new title is shown on the side column.

Troubleshooting

  1. There is no pencil icon or clicking it has no effect.
    LikelyCause: You may not have permission to rename sides or the page is in a read-only state.
    Action: Check with your account administrator for edit permissions or try reloading the page.

Note: The pencil icon is visible next to each side title in the screenshot.