Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Reconciliation

Handle restricted reconciliation activity

Use authorized access to review hidden amounts instead of estimating them.

Updated 2026-11-11

Restricted activity is hidden by current company access. Its description and amounts remain unavailable, and it cannot be selected for actions that require exact source evidence.

  1. Read the restriction notice in the period and activity list.
  2. Confirm that you are in the intended company and account.
  3. Have an authorized reviewer inspect the restricted records or arrange appropriate access through the normal company process.

Hidden is not zero

Do not estimate the amount from surrounding rows or assume it contributes nothing to the period. The interface withholds the evidence rather than presenting an invented number.

Restricted statement activity can also make running balances unavailable, because revealing derived amounts could expose hidden information. Completion requires the relevant restricted activity to be resolved under current authority. A zero visible difference does not bypass that condition. Share the affected account, statement dates, and visible restriction message with the authorized reviewer without requesting another person’s credentials. Once access is appropriate, refresh the workspace and review the newly available evidence. The correct outcome is a supported decision based on the actual records, not a workaround that excludes hidden rows or changes balances to avoid the restriction.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.