Home 3-way Reconciliation How do I add supporting data for a side?

How do I add supporting data for a side?

Last updated on Aug 31, 2026

Short Answer: On the Copy reconciliation page click '+ Add supporting data' beneath the side's report tile and follow the prompts to upload or select supporting files.

Answer

PreRequisites

  1. Open the Copy reconciliation page

  2. At least one report added to the side recommended

Steps

  1. Locate the report tile for the side where you want to add supporting data.
    The tile displays the report and the '+ Add supporting data' link beneath it.

  2. Click '+ Add supporting data'.
    An upload/selection flow opens to add supporting datasets.

  3. Complete the upload/configure steps as prompted.
    Supporting data is attached to the side.

Troubleshooting

  1. I don't see '+ Add supporting data'.
    LikelyCause: You might be viewing a different section or lack edit access.
    Action: Ensure you're on the 'Copy reconciliation' editing page and that you have permission to modify the reconciliation.

Note: Supporting data appears under the same side as the main report tile.