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Reconciliation

Open a saved reconciliation after refresh fails

Use View saved result without submitting the action again.

Updated 2026-11-11

A reconciliation action can save successfully while the following workspace refresh fails. The message then says the reconciliation was saved and offers View saved result so you can refresh it without sending another request.

  1. Read the success-related error carefully to distinguish it from an unconfirmed save.
  2. Choose View saved result or reopen View saved reconciliation.
  3. Inspect the current period status, balances, matches, and evidence after the refresh succeeds.

The page remaining unchanged does not mean the saved action was rolled back. Avoid recreating the same match or completion merely because the latest display has not loaded.

If the refreshed result differs from your expectation, investigate the recorded action and current source evidence before taking another step. The recovery control is designed to obtain the saved result, not to change the original decision. A separate new correction should be prepared only after you understand what completed. For newly started periods, the equivalent recovery is Open saved period. Keep those outcome messages distinct from Retry retained request, which is used when confirmation itself remains uncertain. A verified current view is the appropriate basis for continuing the reconciliation.

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