Appearance

Home

Discover Cointab’s AI-assisted reconciliation tools to match records, spot discrepancies, review transactions, and download audit-ready reports.

By Vishwesh Sarkar

• 10 articles

I only see the welcome message and no reconciliation entries — what should I do?

Short Answer: If Home shows 'Welcome back, John' and only the 'New reconciliation' CTA, your account currently has no saved reconciliations — click 'New reconciliation' to create one. PreRequisites 1. Signed in to Cointab 2. You are on the Home page Steps 1. Confirm the Home header reads 'Welcome back, John' and the Reconciliation card displays a 'New reconciliation' button. You are on the first-time or empty-state Home. 2. Click 'New reconciliation' to start creating your first reconciliation. The reconciliation creation flow opens. 3. If you expected existing reconciliations, verify you are using the correct account check the 'PS' avatar or sign out and sign in again. You are confirmed on the correct account or re-signed in. Troubleshooting 1. I expected reconciliations but see only the 'New reconciliation' CTA. LikelyCause: You are signed into a different account or your account has no reconciliations yet. Action: Click the avatar 'PS' to check account details or sign out/sign in with the intended account. If reconciliations still do not appear, contact your account admin. Note: First-time or empty accounts show the 'New reconciliation' CTA instead of a list.

Last updated on Aug 26, 2026

How do I start using Reconciliation?

Short Answer: On the Products page, open the Reconciliation card and click "Try for free" or "View reconciliations" if shown to proceed to the Reconciliation area or activation flow. PreRequisites 1. Be signed in 2. Open the Products page (/products) Steps 1. Open the Products page (/products). The page loads and shows product cards including 'Reconciliation', 'Journal Entry', and 'Reports'. 2. Locate the Reconciliation card heading: 'Reconciliation'. You see the Reconciliation description and the action button on the card. 3. If the Reconciliation card shows 'Try for free', click 'Try for free'. The app begins the process to enable Reconciliation or opens the next setup flow. 4. If the Reconciliation card shows 'View reconciliations', click 'View reconciliations'. You are taken to the reconciliations area or list for your account. Troubleshooting 1. No 'Try for free' or 'View reconciliations' button visible on the Reconciliation card. LikelyCause: UI did not fully load, or your account lacks permission or product access. Action: Refresh the Products page; sign out and sign back in. If the button is still missing, contact your account admin or support for product access. 2. Clicking 'Try for free' does nothing. LikelyCause: Network error, blocked popup/script, or session expired. Action: Allow popups, refresh the page, sign out and sign in again, then try 'Try for free' again. 3. 'View reconciliations' opens but shows no data. LikelyCause: No reconciliations exist yet for your account. Action: If you expect reconciliations, verify data sources or steps to create reconciliations in your account; otherwise, enable the product click 'Try for free' if available or contact support for help. Note: The Reconciliation card description lists product capabilities but does not show the activation screen in these images.

Last updated on Aug 27, 2026

I clicked 'Notify me' but didn't receive any notification — what should I check?

Short Answer: First confirm the Products card shows 'You will be notified'. If it does not, click 'Notify me' again. If it does and you still receive nothing, refresh and contact support if needed. PreRequisites 1. Be signed in 2. You previously clicked 'Notify me' on a 'Coming soon' card Steps 1. Open the Products page and check the card you clicked Journal Entry or Reports. The card shows 'You will be notified' if your request went through. 2. If the card still shows 'Notify me', click it again and wait for the UI to update. The card should change to 'You will be notified'. 3. If the card shows 'You will be notified' but you did not receive an external notification, allow time for announcements or releases. The app confirms your interest; actual delivery method and timing are outside these screens. 4. If problems persist, refresh the page, try another browser, or contact support for help. Support can verify registration and notification delivery for your account. Troubleshooting 1. The card never changes to 'You will be notified' after clicking. LikelyCause: Network or session error prevented the request from completing. Action: Refresh the page, sign out and sign in, then try 'Notify me' again. 2. Card shows 'You will be notified' but you received no external message by the expected time. LikelyCause: Notification delivery may be delayed or handled outside the app UI. Action: Wait for the official release announcement; if you still have concerns, contact support and quote that the Products card shows 'You will be notified'. Note: The screenshots show the UI confirmation text 'You will be notified' after pressing 'Notify me'. The actual notification delivery method is not shown here.

Last updated on Aug 27, 2026

What does the 'Coming soon' label mean on product cards?

Short Answer: 'Coming soon' indicates the feature is not yet available in the app; use the card's 'Notify me' button to request a notification when it launches. PreRequisites Steps 1. Open the Products page and locate any card that displays 'Coming soon'. You see cards labelled 'Coming soon'. 2. If you want to be notified when the feature becomes available, click 'Notify me' on that card. The card updates to confirm your request example: 'You will be notified'. 3. If you do not want a notification, take no action; the card remains labelled 'Coming soon'. No change until the product is launched or you click 'Notify me'. Troubleshooting 1. There is no 'Notify me' button on a 'Coming soon' card. LikelyCause: UI may have changed or a temporary loading issue. Action: Refresh the page to reload the Products view and check again. 2.

Last updated on Aug 27, 2026

What information is shown on the Reconciliation card?

Short Answer: The Reconciliation card highlights AI matching, scale, full transaction analysis, and AI-driven exception resolution; action buttons are 'Try for free' or 'View reconciliations'. PreRequisites 1. Open the Products page (/products) Steps 1. Open the Products page and find the 'Reconciliation' card. The Reconciliation card is visible with its heading and descriptive bullets. 2. Read the description bullets on the card. The card text displays the following lines exactly: - AI that understands your data and builds matching rules tailored to your needs. - Reconcile at scale — thousands of transactions matched in minutes. - Full transaction analysis — match, mismatch, and unmatch categories with complete visibility. - AI-driven exception resolution — smart analysis of unreconciled items with recommended fixes for faster closure. 3. Choose the action button visible on the card 'Try for free' or 'View reconciliations'. Clicking the action proceeds to the product activation or the reconciliations area. Troubleshooting 1. Reconciliation description or bullets are truncated or missing. LikelyCause: Display scaling or a partial page load. Action: Resize the window, refresh the page, or zoom out to see full card content. Note: All quoted lines above are taken verbatim from the Reconciliation card shown on the Products page.

Last updated on Aug 27, 2026

Where is the Products page and how do I open it?

Short Answer: Open the Products page at the app path /products to see the product cards Reconciliation, Journal Entry, Reports listed. PreRequisites 1. Be signed in 2. Have web access to the app Steps 1. In your browser or app, navigate to the Products page URL path: /products. The Products page loads with the Cointab header and product cards. 2. Scan the page for the product card you want to use for example, 'Reconciliation'. You can click the card action button 'Try for free', 'View reconciliations', or 'Notify me'. Troubleshooting 1. The /products page does not load or shows an error. LikelyCause: Network problem, signed-out session, or permissions. Action: Check network connectivity, sign in, then reload /products. If still blocked, try a different browser or contact support. Note: The top-left shows the 'Cointab' brand in the header; the page content in these screenshots is the Products page at /products.

Last updated on Aug 27, 2026

How do I dismiss the notifications popover or account menu?

Short Answer: Click anywhere outside the popover/menu, press Esc, or click the same top-right icon/avatar again to close it. PreRequisites Steps 1. Click outside the open popover or account menu. The popover/menu closes. 2. Alternatively, press the Esc key on your keyboard. The popover/menu closes. 3. Or click the same top-right icon bell or avatar PS you used to open it; that toggles the popover/menu. The popover/menu toggles closed. 4. If the popover/menu remains visible, reload the page to reset the UI. UI resets and the popover/menu is closed. Troubleshooting 1. Popover or menu stays visible and can't be closed. LikelyCause: A front-end script error or modal overlay conflict. Action: Reload the page Ctrl/Cmd+R. If it persists, try disabling browser extensions or use a different browser. Note: Clicking the avatar or bell toggles their respective dropdowns; pressing Esc is a quick keyboard alternative.

Last updated on Aug 27, 2026

How do I open my account menu Profile, account options?

Short Answer: Click your avatar initials 'PS' in the top-right corner to open the account menu and select options such as 'Profile' or 'Log out'. PreRequisites 1. Signed in to Cointab Steps 1. Locate your avatar circle with initials 'PS' in the top-right of the Top bar. You see the avatar next to the notifications icon. 2. Click the avatar PS. An account menu dropdown opens showing account-related options. 3. Select the menu item you need for example, 'Profile' to view/edit your profile. The app navigates to the selected account area. 4. To close the menu without taking an action, click anywhere outside the menu or press Esc. The account menu closes and you remain on the same page. Troubleshooting 1. I can't see my avatar or account menu. LikelyCause: You may not be signed in, or the window is too narrow responsive layout. Action: Sign in to Cointab. If signed in, expand the browser window or check on a larger display. Then click the top-right area again. 2. Clicking the avatar does not open the menu. LikelyCause: A script error, overlay, or extension is blocking the dropdown. Action: Reload the page. If that doesn't help, try another browser or disable browser extensions and retry. Note: Menu items can vary by role and configuration; the screenshot shows 'Profile' and 'Log out' among the options.

Last updated on Aug 27, 2026

The Top bar icons are unresponsive or missing — what should I do?

The Top bar icons are unresponsive or missing — what should I do? Category: Top bar Short Answer: Reload the page, confirm you're signed in, try a different browser, or disable extensions that may block UI scripts. Answer PreRequisites 1. Active internet connection 2. Your Cointab account credentials to sign in again if needed Steps 1. Check whether you are signed in look for avatar 'PS' in the top-right. If signed out, the avatar will not appear; sign in to restore Top bar features. 2. Reload the page Ctrl/Cmd+R to reinitialize the UI. Top bar and icons reload and become responsive. 3. Disable browser extensions especially ad blockers and try again. If an extension was blocking scripts, the Top bar works after disabling it. 4. Try a different browser or clear the browser cache and cookies for the site. If cache/cookies caused the issue, Top bar functionality returns. 5. If none of the above help, capture a screenshot and gather details browser/version to report the issue to your admin or support team. You have the information needed for further help or escalation. Troubleshooting 1. Top bar is completely missing. LikelyCause: Critical page error, or CSS/JS failed to load. Action: Reload the page. If it persists, try another browser and clear cache. Reconnect to the network if offline. 2. Only some icons bell/avatar are missing or not clickable. LikelyCause: Partial script failure or extension interference. Action: Disable extensions, refresh the page, or open the app in Incognito/Private mode to isolate the cause. Note: If you need to sign in again after clearing cookies, keep your credentials handy.

Last updated on Aug 27, 2026

What does the message "You're all caught up!" mean in the notifications popover?

Short Answer: "You're all caught up!" means there are no new or unread notifications to show in the popover right now. PreRequisites 1. Signed in to Cointab Steps 1. Click the notifications bell icon in the top-right of the Top bar. The notifications popover opens. 2. Look for the message "You're all caught up!" inside the popover. The popover confirms there are no new notifications. 3. If you expect notifications, click 'View all' to review past notifications or refresh the page. You can see historical notifications or force a refresh of the list. 4. If notifications are still missing, check your network connection and try again later. Either new notifications appear or you confirm there are none at the moment. Troubleshooting 1. I expected a notification but the popover says "You're all caught up!". LikelyCause: The event that should generate a notification has not been processed, or notifications are delayed. Action: Refresh the page; confirm the action that should have triggered the notification completed successfully; check other devices or email for alerts. 2. Notifications appear on other devices but not in this browser. LikelyCause: Local cache or sync delay. Action: Clear browser cache or try signing out and back in on this browser. Note: The phrase is informational — it does not indicate an error.

Last updated on Aug 27, 2026