Home 3-way Reconciliation How do I rename the reconciliation and save my configuration?

How do I rename the reconciliation and save my configuration?

Last updated on Aug 31, 2026

Short Answer: Edit the 'Reconciliation name' field at the top of the page and then click 'Save configuration'.

PreRequisites

  1. Open the Copy reconciliation page

  2. Have at least one report added recommended before saving

Steps

  1. Click the 'Reconciliation name' field near the top of the page.
    The field becomes editable example shows '3 way + validation (Copy)'.

  2. Type the new name for the reconciliation.
    New name appears in the field.

  3. Click 'Save configuration' in the top-right to persist the name and current settings.
    'Save configuration' completes and the new name is saved.

Troubleshooting

  1. 'Save configuration' fails or does not reflect the new name.
    LikelyCause: Required mappings are missing for one or more reports.
    Action: Open each report's 'Configure file' modal and ensure required fields Header row, Amount, Reference / Identifier are set, then click 'Save configuration' again.

Note: The Reconciliation name field shows current name and has an 'x' to clear in the screenshot.