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Close reconciliation

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. To close a reconciliation:

  1. Open the reconciliation (click Open reconciliation in the Reconciliation overview).

  2. Click Edit details and fill in the fields:

    Status

    Reconciliation status. Select "Closed".

    Comment

    A reconciliation note. Add a comment if needed.

  3. Click Save.

You can view closed reconciliations in the reconciliation history (see Track changes and view history).