Home Amount Validations How do I add a validation check (for example, a GST check)?

How do I add a validation check (for example, a GST check)?

Last updated on Sep 16, 2026

Short Answer: Click '+ Add validation check', enter a 'Check name', map Report 1/Column to Report 2/Column, then click 'Save check'.

PreRequisites

  1. 'Enable validation checks' is turned on in Settings.

  2. At least one report uploaded to Side A and Side B for example, B2B and Disbursement.

Steps

  1. Confirm 'Enable validation checks' is on in Settings.
    Validation checks are enabled.

  2. On the reconciliation editor click '+ Add validation check'.
    The 'Add validation check' modal opens.

  3. In the modal enter a 'Check name' example placeholder suggests: 'E.g., GST check, TDS check, Fee check'.
    Check name field contains your name e.g., 'GST Check'.

  4. Under 'Report 1' select the source report and select the matching 'Column'.
    Report 1 and its Column are selected.

  5. Click the 'matches with' area, then under 'Report 2' choose the other report and select its 'Column'.
    Report 2 and Column are selected, mapping is complete.

  6. Click 'Save check' to add the validation check.
    The new check appears in the validation checks panel for example, labeled 'GST Check'.

Troubleshooting

  1. 'Save check' button disabled or unresponsive.
    LikelyCause: One or more required fields Check name, Report 1/2 or Column are empty.
    Action: Fill the 'Check name' and select both 'Report' and 'Column' on both sides, then click 'Save check'.

  2. Column dropdown contains no options.
    LikelyCause: The selected report has no recognizable amount/value columns or the report was not uploaded.
    Action: Confirm the report file is uploaded under the correct report group using '+ Add more files to Report 1' or '+ Add more files to Report 2', then re-open the modal and select a column.

  3. New check does not appear after saving.
    LikelyCause: UI not refreshed or the checks panel is collapsed.
    Action: Look for the check in the validation checks panel or refresh the reconciliation editor; ensure you clicked 'Save check'.

Note: Modal text: 'Select the amount or value columns you want to compare after the primary match is completed.' Map comparable amount columns on both reports.