Home Account reconciliation I don't see menu options like 'View trial balance', 'Share', or 'Delete reconciliation' — what should I check?

I don't see menu options like 'View trial balance', 'Share', or 'Delete reconciliation' — what should I check?

Last updated on Oct 16, 2026

Short Answer: If menu items are missing, confirm you opened the correct three-dot menu and that you are signed in with required permissions; if needed, ask your admin.

PreRequisites

  1. Be signed in.

  2. Open the reconciliation overview page.

Steps

  1. Confirm you clicked the three-dot menu in the correct location next to the 'Download' button or the per-row ellipsis.
    You see the menu that contains 'Share', 'View trial balance', and 'Delete reconciliation'.

  2. If the option is still missing, refresh the page and try again.
    Any transient UI errors are cleared.

  3. If options remain missing, contact your admin to confirm you have the necessary permissions for the requested action.
    Admin confirms or updates your role/permissions.

Troubleshooting

  1. Menu doesn't open at all.
    LikelyCause: Browser extension or page scripting blocked the menu, or there is a UI error.
    Action: Disable extensions that block page scripts, try a different browser, or refresh the page.

  2. Option exists but is greyed out.
    LikelyCause: Action is role-gated or requires a specific account state for example only certified accounts show 'Reopen'.
    Action: Check the account's status for example 'Certified' and request proper permissions from your admin if needed.