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Reconciliation

Review a completed period with changed evidence

Refresh current statement support before relying on a retained reconciliation result.

Updated 2026-11-11

A recorded reconciliation can remain in history while its current statement evidence cannot be confirmed. The detail can show Evidence changed or Evidence unavailable and warns you to refresh before relying on the saved difference.

  1. Read the evidence warning on the selected period.
  2. Refresh Reconciliation and inspect the current document, dates, currency, and balances.
  3. Use the appropriate evidence or reopening workflow if the current facts require a new review.

Retained completion is historical evidence

The saved result tells you that a review was recorded, but the current warning prevents it from being presented as fully supported by the latest evidence. Do not treat the old status as a guarantee that nothing changed.

A missing document link, changed statement scope, or mismatched current evidence needs investigation. Obtain the correct permitted statement rather than substituting a similar file. If reopening is required, review every affected later completed window on the account before confirming. The existing source history remains available through that process. After resolving the issue, inspect the current status and supporting evidence again. A reliable conclusion depends on the present account-period relationship as well as the retained history of earlier completion.

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