Short Answer: Open the report's three-dot menu and choose 'Edit reconciliation', update the name/period/files, then click 'Continue' to configure mappings.
PreRequisites
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Signed in to Cointab.
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You can access the reconciliation report you want to edit.
Steps
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On the report page, click the three-dot menu next to 'Download report'.
A dropdown opens that includes the option 'Edit reconciliation'. -
Select 'Edit reconciliation' from the dropdown.
The 'Edit reconciliation' page opens and shows the yellow banner about editing a draft. -
Update fields such as 'Reconciliation name' and 'Period' at the top of the page.
New values appear in the 'Reconciliation name' and 'Period' fields. -
To change uploaded files, click the pencil icon next to 'Report Name' or use the file card links such as '+ Add more files to Books'.
You can add or open a file to configure its columns. -
When file selection and edits are complete, click 'Continue' in the top right.
The Configure file modal opens so you can map columns.
Troubleshooting
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I don't see 'Edit reconciliation' in the three-dot menu.
LikelyCause: You may not have edit permission or you're viewing a read-only report.
Action: Confirm you are signed in to the correct Cointab account and that you have edit access. If needed, contact the report owner or Support. -
My edits aren't applied immediately.
LikelyCause: You are editing a draft; changes will not replace the active reconciliation until saved as a new version.
Action: Review the banner 'Editing a draft based on version 1...' and follow the flow to save the draft as a new version so changes take effect.
Note: The page header shows a yellow banner: 'Editing a draft based on version 1. The current reconciliation will remain unchanged until these changes are saved as a new version.'