Reconciliation actions require the current activity or document list to load before they can be prepared. A partially displayed or failed list is not a verified basis for selecting rows or recording statement evidence.
- Read the loading or error message in Manage reconciliation.
- Retry the affected recorded activity, statement activity, or document list.
- Wait for the current results, then review the selection and totals before submitting.
The required evidence depends on the action
Matching needs both statement and recorded activity. Attachment, unmatching, and ignoring need the relevant statement activity. Recording evidence needs the verified document list, while reopening needs the current affected-window preview.
Do not use a screenshot of an earlier list as a substitute for the current check. Permissions, matches, and source versions can change between views. If the statement itself changed, close and refresh the workspace rather than retrying an outdated selection. A loading problem does not establish that the activity is absent or that no document exists. Once the verified data loads, continue with the original task and inspect the saved result. Avoid creating replacement transactions or periods simply to work around a list-read failure.
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