Complete reconciliation is available when the current window meets its evidence, activity, balance, and access requirements. Use it only after reviewing the actual statement and the resolved recorded activity.
- Open Manage reconciliation and choose Complete reconciliation when offered.
- Review the opening balance, recorded ending balance, ending statement balance, and zero difference.
- Enter a factual Reason, confirm the review statement, and submit the completion.
Check the recorded outcome
After saving, inspect the period’s current status and evidence. If the save completed but the page did not refresh, use View saved result rather than submitting another completion request.
The completion confirmation covers matched activity, current statement evidence, and zero difference together. Unmatched recorded rows, unresolved or unattached statement rows, restricted activity, an unknown ending balance, or missing authority can prevent the action. Do not alter source amounts or ignore unexplained activity simply to expose it. Resolve the underlying review issue first. If the statement changes while the action panel is open, close and refresh before preparing the current decision. A completed period should be supported by the evidence that was actually reviewed, not only by a convenient summary total.
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