Short Answer: Open Reconciliation settings, switch on the 'Enable validation checks' toggle, then click 'Save settings'.
PreRequisites
- Open the New reconciliation screen.
Steps
-
Open the New reconciliation screen and click the gear icon next to 'New reconciliation'.
The Settings modal opens. -
Find the 'Enable validation checks' toggle in Settings and switch it on.
'Enable validation checks' is toggled on. -
Click 'Save settings' to persist the change.
Settings modal closes and validation checks are enabled for the reconciliation.
Troubleshooting
-
'Enable validation checks' toggle not visible.
LikelyCause: You are not on the New reconciliation page or Settings was opened from a different area.
Action: Open the New reconciliation page and click the gear icon next to 'New reconciliation' and re-check Settings. -
Toggle changed but changes do not appear to apply.
LikelyCause: You did not click 'Save settings' after toggling.
Action: Re-open Settings, toggle 'Enable validation checks', then click 'Save settings'.
Note: Validation checks must be enabled in Settings before you add checks in the reconciliation editor.