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

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

Last updated on Sep 08, 2026

Short Answer: Click '+ Add supporting data' under the Books or Customer statement card to attach supporting files; click '+ Add report' to add another report to the reconciliation layout.

PreRequisites

  1. You are on the Customer reconciliation setup page and have at least one report uploaded.

Steps

  1. Open the 'Customer reconciliation' setup page where the Books and Customer statement cards are shown.
    Books and Customer statement cards are visible with their files.

  2. Under the desired card Books or Customer statement click '+ Add supporting data'.
    File picker or supporting data uploader opens UI to attach extra files.

  3. To add another report, click '+ Add report' at the bottom of the left or right side.
    A new report card is added so you can upload/configure an additional report.

  4. After adding supporting data or a new report, configure mappings as needed and re-run reconciliation.
    New data participates in the reconciliation.

Troubleshooting

  1. '+ Add supporting data' or '+ Add report' does not respond.
    LikelyCause: UI script blocked, or the page state needs reload.
    Action: Refresh the page and try again; if still failing, check browser extensions that block scripts.

Note: Supporting data files should be mapped if they contain relevant identifiers or amounts.