Home Credit Card Reconciliation How do I add files or update a report after viewing results?

How do I add files or update a report after viewing results?

Last updated on Sep 08, 2026

Short Answer: Click 'Add files & update report' on the summary page, edit or add files and mappings, then re-run reconciliation.

PreRequisites

  1. An existing reconciliation report is open.

  2. You have files to add or updated file mappings.

Steps

  1. From the results summary click 'Add files & update report'.
    You return to the upload/configure screen showing Books and Credit card statement panels.

  2. Edit a file by clicking the pencil edit icon to open 'Configure file' and adjust mappings as needed.
    Configure file modal opens for adjustments.

  3. 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.

  4. After edits click 'Run reconciliation' to apply updates.
    The report updates and you return to the refreshed summary view.

Troubleshooting

  1. 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.