Home Reconciliation How do I change the Reconciliation name or Period on the copied reconciliation?

How do I change the Reconciliation name or Period on the copied reconciliation?

Last updated on Sep 10, 2026

Short Answer: On the 'Copy reconciliation' page edit the 'Reconciliation name' field and click the 'Select month/year' 'Period' control to set the month/year.

PreRequisites

  1. Open the 'Copy reconciliation' page after selecting 'Copy reconciliation'.

  2. Permission to edit the reconciliation.

Steps

  1. Click into the 'Reconciliation name' field example shows 'Amazon (Copy)'.
    The name field becomes editable.

  2. Type the new reconciliation name.
    The new name is displayed in the 'Reconciliation name' field.

  3. Click the 'Select month/year' field under 'Period' and choose the correct month and year.
    The selected period is shown in the 'Period' field.

  4. When finished updating settings, click 'Run reconciliation' to proceed or continue editing reports/files.
    Settings are applied and you may start the reconciliation run.

Troubleshooting

  1. 'Reconciliation name' or 'Period' cannot be changed.
    LikelyCause: You may not have edit rights on this reconciliation.
    Action: Confirm you have the necessary permissions or ask an admin to change the fields.

Note: Be sure to set a valid 'Period' before running the reconciliation.