How do I edit or delete the uploaded trial balance file?

Short Answer: On the New account reconciliation page click 'Edit' to reconfigure file mappings or 'Delete' to remove the uploaded trial balance.

PreRequisites

1. A trial balance file is already uploaded and visible in the Trial balance box

Steps

1. Open New account reconciliation where the uploaded file token is shown.

You see the uploaded file listed under 'Trial balance' with 'Edit' and 'Delete' actions.

2. To edit mappings, click 'Edit' to open 'Configure file' and change 'Header row', 'Account name', or closing balance settings, then click 'Save & apply'.

Mappings updated and applied to the reconciliation.

3. To remove the file, click 'Delete' on the trial balance token.

The trial balance is removed from the reconciliation page.

Troubleshooting

1. Unable to delete the uploaded file.

Likely Cause: The reconciliation may already be started or the UI prevented deletion for this state.

Action: If deletion is blocked, check whether the reconciliation is in progress or contact your administrator/support for assistance.

Note: Use 'Edit' to fix column mapping issues before starting reconciliation; deleting will remove the uploaded file from this reconciliation.