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Review a reconciliation report

Work through a cross-check report: statuses, manual matching, and export.

Available on Enterprise on cross-check (reconciliation) reports to Organization Admins and Collaborators.

  1. Open the cross-check (reconciliation) report from its template's Reports tab.
  2. Use the Overview to see how much is reconciled versus unreconciled per source.
    A Volume toggle switches the summary view.
  3. In the grid, review each row's status, shown as a colored dot. Filter, sort, or pivot to focus on unreconciled or flagged records.
  4. Update statuses individually from a row's More options menu, or select multiple records (checkboxes) and use the bulk Status dropdown or the bulk more menu to mark as Known Exception, Resolved, or Open.
  5. To pair records the system didn't match automatically, select the rows and choose Manual Match. The selected records receive a shared Match Id.
  6. Comment on records to build an audit trail, and export to Excel or CSV when done (the file appears in Downloads).

Comments work per row and are visible on a report to everyone who has access to it.

Note:

Bulk commenting isn't available yet. It's shown in the interface as Coming Soon.

Manual Match pairs whichever records you select, regardless of how the matching engine paired them automatically. If you re-run rules afterward, they can overwrite a Manual Match result, so re-apply Manual Match again if that happens.

For how the matching engine decides what reconciles, see Query and reconciliation reference.

Last updated: July 24, 2026