Yes. If you are completing a month‑end reconciliation, you must upload your data each month before starting a new reconciliation.
Why is a monthly upload required?
A new upload is required because:
- Each reconciliation is based on the latest accounting data
- Month‑end figures change as new transactions are posted
- The system cannot reuse data from a previous period for a new reconciliation
Without a fresh upload, the reconciliation will not reflect the correct month‑end position.
When should I upload my data?
You should upload your data:
- After the month‑end period has been completed in the accounting package
- Before clicking New Reconciliation
This applies whether you are using:
- Connect & Share, or
- Upload & Share
Key Points to Remember
- ✅ A new upload is required for every month‑end reconciliation
- ✅ Uploads must be completed before starting a reconciliation
- ❌ You cannot start a new reconciliation using old data
- ✅ This ensures the reconciliation uses accurate, up‑to‑date figures