Short Answer: On the Copy reconciliation page click '+ Add report' under the side you want, open the 'Configure file' modal to map required fields, then click 'Save configuration'.
PreRequisites
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Be signed in
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Open the Copy reconciliation page
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Have the report file ready to upload
Steps
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Open the Copy reconciliation page.
You see columns for 'Side A - Your Records', 'Side B - External records', and 'Side C - Settlement records'. -
Under the side where you want the report, click '+ Add report'.
An empty report tile appears document icon or the upload/configure flow opens. -
If the 'Configure file' modal opens, map your file fields Header row, Date (optional), Amount, Reference / Identifier.
Data preview 20 rows shows sample rows and dropdowns let you pick columns. -
When mapping is complete, close the modal and click 'Save configuration' on the main page.
'Save configuration' completes and the report tile shows sample rows e.g., '20 sample rows'.
Troubleshooting
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+ Add report button not visible.
LikelyCause: You're not on the reconciliation edit page or you lack permissions.
Action: Open the correct 'Copy reconciliation' page and sign in with an account that can edit the reconciliation. -
Report appears to upload but no sample rows show.
LikelyCause: Upload failed or file format wasn't detected correctly.
Action: Remove and re-add the report, or re-export the file ensuring a standard CSV/Excel format before uploading. -
'Configure file' modal doesn't open after adding a report.
LikelyCause: Browser popup/UI error.
Action: Refresh the page and try again; if persistent, try a different browser.
Note: Uploaded report tiles show '20 sample rows' in the screenshots. Map required fields before running reconciliation.