Use reference columns in reconciliation reports (preview)
[This article is prerelease documentation and is subject to change.]
This article describes how to add reference columns to a reconciliation report when you reconcile data in Excel by using Microsoft 365 Copilot for Finance.
To provide greater context for transactions displayed on the reconciliation report, users can optionally select more columns from their source tables to be displayed alongside the mapping key data selected for the reconciliation process. These columns are known as Reference Columns. (Only columns not already selected to be a key, can be a reference column.)
Reference columns can be added to each source table and are meant for informational purposes to assist the user in reviewing transactions displayed on the Reconciliation Report. They aren't included in the process of generating matching results.
To add Reference Columns to the Reconciliation Report, follow these steps.
Select the Reference columns (optional) card.
From the source tables displayed in the card, identify where the reference column is to be added.
Select Add to choose a column.
Select the desired column from the list of columns for the given table.
Repeat the "Add" process for each column to be included from the source table.
If added during the initial reconciliation process, select Reconcile data. If added after the initial reconciliation process, select Re-reconcile data.
Note
On the reconciliation report, all reference columns appear to the right of the mapping keys for each table. They appear in the order in which they were added for each table during the process.
To delete Reference Columns from a reconciliation report, follow these steps.
- Select the Reference columns (optional) card.
- Delete reference columns by individually selecting each of the columns to be removed.
- Select Re-reconcile data to generate a new reconciliation report.