Home Reconciliation Where is the "Copy reconciliation" option and what other actions are in the same menu?

Where is the "Copy reconciliation" option and what other actions are in the same menu?

Last updated on Sep 10, 2026

Short Answer: Open the reconciliation's action menu to find 'Share', 'Copy reconciliation', 'Delete records' and 'Delete report'. 'Delete report' appears in red.

PreRequisites

  1. You are viewing a reconciliation.

  2. Action menu is accessible by clicking the menu icon.

Steps

  1. Open the reconciliation's action menu where the options are listed.
    The menu shows 'Share', 'Copy reconciliation', 'Delete records' and 'Delete report'.

  2. Select the action you need, for example 'Copy reconciliation' to create a copy.
    The selected action starts e.g., copy opens the 'Copy reconciliation' page.

Troubleshooting

  1. Action menu does not open.
    LikelyCause: Click target not recognized or page overlay preventing interaction.
    Action: Click again, try a different browser window, or refresh the page.

Note: The red color for 'Delete report' indicates a destructive action; confirm before proceeding.