Home Intercompany Reconciliation How do I add supporting data or add another report to the reconciliation?

How do I add supporting data or add another report to the reconciliation?

Last updated on Sep 08, 2026

How do I add supporting data or add another report to the reconciliation?

Category: File management

Short Answer: Click '+ Add supporting data' inside a statement card to attach supplementary files, or click '+ Add report' at the bottom to add another report area.

Answer

PreRequisites

  1. Reconciliation setup screen open

  2. Supporting file(s) ready

Steps

  1. On the Intercompany reconciliation setup page, locate the '+ Add supporting data' link inside the Entity A or Entity B statement card.
    Link '+ Add supporting data' is visible inside the statement card.

  2. Click '+ Add supporting data' and select the supporting file to upload.
    Supporting file is attached to that statement.

  3. To add another report area, scroll to the bottom and click '+ Add report'.
    A new report upload area is created.

  4. Upload files to the new report area and configure them as needed.
    Additional report is included in reconciliation inputs.

Troubleshooting

  1. '+ Add supporting data' is not visible.
    LikelyCause: You might be on a different reconciliation type or the card is collapsed.
    Action: Make sure you are on the Intercompany reconciliation page and expand the statement card; try resizing your window if necessary.