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Reconciliation

Resume an uncertain statement-period request

Recover the original start request before creating another window.

Updated 2026-11-11

An original statement-period request can be retained in the browser when its result needs recovery. Resume statement request reopens that request so you can check the outcome without preparing another window from the same statement.

  1. Return to the original company and account in the same browser.
  2. Choose Resume statement request.
  3. Use Retry retained request to recover the saved result, then open the confirmed period.

Keep the original details intact

The retained request locks its dates, balances, and notes during recovery. This preserves the specific action whose result is being checked rather than changing it into a different request.

If the period was saved but the workspace did not open, choose Open saved period or close and refresh Reconciliation. Do not submit a second start request just because navigation failed. If the request was definitively rejected, the panel offers a discard path before a corrected request is prepared. Keep the browser’s saved data while recovery is unresolved, and sign in to the original account when the workflow requires it. Recovery establishes whether the window exists; it does not complete its matching, statement evidence, or final reconciliation review.

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