Short Answer: Click 'Add files & update report' on the summary page, edit or add files and mappings, then re-run reconciliation.
PreRequisites
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An existing reconciliation report is open.
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You have files to add or updated file mappings.
Steps
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From the results summary click 'Add files & update report'.
You return to the upload/configure screen showing Books and Credit card statement panels. -
Edit a file by clicking the pencil edit icon to open 'Configure file' and adjust mappings as needed.
Configure file modal opens for adjustments. -
Add additional files with '+ Add more files to Books' or '+ Add more files to Credit card statement' if needed.
New files are added to the panels. -
After edits click 'Run reconciliation' to apply updates.
The report updates and you return to the refreshed summary view.
Troubleshooting
- Changes to files don't affect the report.
LikelyCause: You did not re-run reconciliation after updating files or mappings.
Action: Ensure you click 'Run reconciliation' after making changes to apply them.
Note: Use the same upload/configure workflow to change file mappings as you did initially.