Home Account reconciliation How do I open a reconciliation to view its accounts and details?

How do I open a reconciliation to view its accounts and details?

Last updated on Oct 16, 2026

Short Answer: On the Account reconciliations page click the reconciliation row or the 'View' link in Action, then click an account for example 'Bank A/c' to open its detail view.

PreRequisites

  1. Be signed in.

  2. Access to the Account reconciliations page.

Steps

  1. Open Account reconciliations from the main menu so the list loads.
    You see the list of reconciliations with the table and top summary cards.

  2. In the row for the reconciliation example 'Demo' click the reconciliation name or the 'View' link in the Action column.
    Reconciliation overview opens showing progress cards and the accounts table.

  3. In the accounts table click the account row you want to inspect for example 'Bank A/c'.
    Account detail modal or panel opens showing balances, supporting items, reconciling items, comments and history.

Troubleshooting

  1. Clicking the row or 'View' does nothing.
    LikelyCause: Page did not fully load or you are not signed in / lack access.
    Action: Refresh the page, confirm you are signed in, then try again. If still blocked, contact your account admin to confirm access.

  2. I can open the reconciliation but cannot open a specific account.
    LikelyCause: There are no account details created for that row or the row is 'Not started'.
    Action: Confirm the account has been prepared or assigned; check the Status column for 'Not started' before expecting details.

Note: Use the 'Search reconciliations...' box and 'Add filter' to find a specific reconciliation.