Explanation Categories
Reusable categories that set the reason, next step, and downstream action when explaining exceptions.
Open Reconciliation › Setup › Explanation Categories in the app.
What you can do
Create, view, edit, and delete categories. The list shows ID, Explanation name, Reason, Next step, Action, and Transactions explained. Use Search & Filter, Refresh, and Add new category.
Create a category
- Choose Add new category.
- Fill description (explanation name), reason, next step, and action.
- Optionally set a related ledger when the action requires posting or linking a ledger transaction.
- Save.
Common actions include changing status, adding a ledger transaction, or a custom action defined for your tenant.
System categories
Some system categories cannot be deleted.
Where categories are used
- Selected when explaining or approving items on
Exceptions
- Assigned automatically by
Explanation Rules when rule conditions match
- Visible as a segment on
Reconciliation Overview