Home Amount Validations How do I enable validation checks for a reconciliation?

How do I enable validation checks for a reconciliation?

Last updated on Sep 16, 2026

Short Answer: Open Reconciliation settings, switch on the 'Enable validation checks' toggle, then click 'Save settings'.

PreRequisites

  1. Open the New reconciliation screen.

Steps

  1. Open the New reconciliation screen and click the gear icon next to 'New reconciliation'.
    The Settings modal opens.

  2. Find the 'Enable validation checks' toggle in Settings and switch it on.
    'Enable validation checks' is toggled on.

  3. Click 'Save settings' to persist the change.
    Settings modal closes and validation checks are enabled for the reconciliation.

Troubleshooting

  1. '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.

  2. 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.