Managing Reconciliations

Use the Reconciliations page in the Matcher module to upload transaction data and start new reconciliation runs for your contexts.

Accessing the Reconciliations page

Navigate to Matcher → Operations → Reconciliations in the left sidebar.

From the Reconciliations page, you can:

Upload a transaction file to start ingestion for a selected context and source.

Manually trigger the matching engine to reconcile transactions for the selected context.

Track the status of past and active ingestion jobs.

Click the New Reconciliation button to open the ingestion wizard. The wizard walks you through two steps:

Select context and date range — Choose the reconciliation context and the period being reconciled.
Upload source files — Upload the transaction file for the selected source.

For the full step-by-step walkthrough, see Uploading Reconciliation Data.

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