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Reconciliation

Manage reconciliation selections across pages

Track retained selections and the 100-row limit during an activity action.

Updated 2026-11-11

Reconciliation action selections stay across pages. The selected count and total therefore describe all selected rows, including rows that are not on the page currently visible.

  1. Select the relevant activity and read the count and signed total.
  2. Use the page controls to inspect additional rows, checking existing selections as you go.
  3. Before submitting, verify the full set rather than only the visible page.

The limit is 100 distinct rows

Once a selection reaches 100 rows, additional unselected rows cannot be added until you remove a selection. For matching, both the statement and recorded selections are checked against their supported limits.

If you need to process more activity, use smaller evidence-based groups with clear exact totals. Do not divide a genuine grouped relationship arbitrarily in a way that makes each partial match unsupported. Changing the reconciliation action clears the active selections so a set chosen for matching is not silently reused for another operation. If the underlying statement changes, close and refresh before preparing a new action. Accurate page-to-page selection tracking prevents a hidden row from being matched, ignored, or otherwise included merely because it was selected earlier in the review.

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