Home 3-way Reconciliation How do I add files and update the report?

How do I add files and update the report?

Last updated on Aug 31, 2026

Short Answer: Click the 'Add files & update report' button in the top-right to add files and update the report.

PreRequisites

  1. Have files ready to upload file types not shown on screen.

  2. You are signed in and can edit the report.

Steps

  1. On the report page, click 'Add files & update report'.
    An upload dialog or file picker opens upload UI not shown in screenshots.

  2. Select the files you want to add and confirm the upload by following on-screen prompts.
    Files upload and the report updates with new data.

  3. Review the updated summary cards and transaction lists to confirm the new data is present.
    Totals and match groups reflect the new files.

Troubleshooting

  1. 'Add files & update report' does not open an upload dialog.
    LikelyCause: Browser blocks pop-ups or you lack upload permission.
    Action: Check browser settings, try another browser, or confirm you have permission to update the report.

Note: Upload dialog and exact upload steps are not shown on the provided screens; follow any in-app prompts after clicking the button.