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Documentation Index

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Before a reconciliation run can match transactions, you need to upload transaction data from your sources. The New Reconciliation wizard guides you through selecting a context and uploading a file in two steps.

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Uploading data

1
Go to the Reconciliations page and click the New Reconciliation button.
2
The ingestion wizard opens. In Step 1 — Context & Date Range, select the reconciliation context you want to run and set the date range for the period being reconciled.
3
In Step 2 — Upload File, select the data source and file format, then upload the transaction file.
Supported formats are shown in the format dropdown. Make sure your file matches the expected structure for the selected source.
4
Click Upload to submit the file. The wizard confirms when ingestion has started.

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Tracking ingestion status

After uploading, monitor the ingestion job status in the Job History page.