How do I reopen a certified account?

Short Answer: Open the certified account, click the three-dot menu and select 'Reopen reconciliation', enter a required reason, then click 'Reopen'.

PreRequisites

1. Be signed in.

2. You can view the certified account.

3. Permission to change account status if role-gated.

Steps

1. Open the reconciliation and then open the certified account example: click 'Bank A/c'.
   Account detail opens and shows the green 'Certified' badge and certification info.

2. Click the three-dot menu in the account header and choose 'Reopen reconciliation'.
   The 'Reopen certified account?' modal appears.

3. In the modal enter a Reason in the text area placeholder: 'e.g. Balance discrepancy found after certification.'
   The reason is recorded and the 'Reopen' button becomes enabled.

4. Click 'Reopen'.
   The account returns to 'In progress' and the action is recorded in History. Reason is preserved.

Troubleshooting

1. 'Reopen' button is disabled greyed out.
   LikelyCause: The 'Reason' field is empty. It is required.
   Action: Enter a reason in the text area; the modal shows 'Required — reason will be recorded in the history.'

2. I don't see 'Reopen reconciliation' in the menu.
   LikelyCause: You may not have permission or the account is not actually certified.
   Action: Confirm the account shows the 'Certified' badge and ask your admin to grant reopen permissions if needed.

Note: Modal title shown: 'Reopen certified account?' and the modal includes the note 'Required — reason will be recorded in the history.'