Home Account reconciliation How do I share a reconciliation with someone?

How do I share a reconciliation with someone?

Last updated on Oct 16, 2026

Short Answer: Open the three-dot menu next to 'Download' and choose 'Share' to open sharing options.

PreRequisites

  1. Be signed in.

  2. Access to the reconciliation.

Steps

  1. On the reconciliation overview click the three-dot menu located next to the 'Download' button.
    A menu opens that includes 'Share'.

  2. Click 'Share'.
    Sharing options open.

Troubleshooting

  1. No 'Share' option in the menu.
    LikelyCause: Your account may not have sharing permissions or you opened a different menu.
    Action: Confirm you clicked the three-dot menu next to 'Download' and contact your admin to request sharing rights if needed.