Close reconciliations
A reconciliation closes automatically when all mismatches are resolved. You can close a reconciliation yourself if you don't need to work on it anymore – for example, if you receive new data or if you want to leave multiple known mismatches without fixing them.
Close a reconciliation
To close a reconciliation:
Open the reconciliation (click Open reconciliation in the Reconciliation overview).
Click Edit details and fill in the fields:
- Status
Reconciliation status. Select "Closed".
- Comment
A reconciliation note. Add a comment if needed.
Click Save.
You can view closed reconciliations in the reconciliation history (see Track changes and view history).
Close selected reconciliations
To close several selected reconciliations
Select the reconciliations in the Overview or in the History view and click Edit row.
Fill in the fields:
- Status
Reconciliation status. Select "Closed".
- Comment
A reconciliation note (if needed). If any of the reconciliations already has a comment, it is replaced with the newly added one. To remove comments from all selected reconciliations, choose Edit comment and leave the Comment field empty.
Click Save.
You can view closed reconciliations in the reconciliation history (see Track changes and view history).