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Reconciliation

Review an archived account’s reconciliation history

Inspect prior windows without assuming an archived account can start a new period.

Updated 2026-11-11

The reconciliation account picker can show an Archived label while retaining the account’s historical periods. Starting a new statement period requires an active account and current preparation access.

  1. Select the archived account to inspect the periods available to your access.
  2. Choose the relevant statement year and window.
  3. Review the saved balances, evidence status, and activity without assuming that new-period preparation is available.

Historical visibility and editing are different

An archived account can remain useful for explaining past accounting. Its presence in the picker does not grant permission to change it or create new reconciliation work.

If the account should still be active, have the authorized account reviewer inspect its status through the normal account settings workflow. Do not add a replacement account with the same name solely to obtain a Start statement period button. That could split the account’s history. A retained statement request may still need its original recovery path even when ordinary preparation is unavailable; follow the current message before starting any new request. For a completed historical window, inspect whether its statement evidence is current rather than relying only on the account’s overview status.

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