Issues Updating Reconciliations via the All Entities Reconciliation Template

Update timeline

1. investigating Apr 23, 2026, 05:21 PM UTC

   We are investigating an issue where changes made through the All Entities Reconciliation Template are appearing in Admin Settings but not syncing to the Reconciliations tab. Please note that the Checklist is unaffected. As a temporary workaround, navigating to the Individual Reconciliation Settings page for a specific entity and clicking Save will apply any updates to that entity.

2. identified Apr 23, 2026, 07:41 PM UTC

   We have identified the cause of the issue and are working on a fix.

3. resolved Apr 23, 2026, 10:16 PM UTC

   We have successfully deployed a fix and confirmed that changes made through the All Entities Reconciliation Template are now syncing correctly to the Reconciliations tab. A formal Root Cause Analysis (RCA) will be shared here once it is available. If there are any recent changes made via the All Entities Reconciliation Template that you do not see applied, re-applying the template should resolve the issue.

4. postmortem Apr 24, 2026, 08:09 PM UTC

   **Summary:** Customers using Reconciliations experienced an issue where changes made via the All Entities template were saved in settings but failed to apply to individual periods. This resulted in template updates not being reflected across the application and a lack of email notifications for these bulk updates. **Root Cause:** A standard infrastructure upgrade changed how internal system information was passed between background services. This caused a critical communication failure that prevented the automated workflow from distributing template changes to the appropriate records, which occurred without surfacing an error message to the user. **Immediate Resolution:** Engineering teams implemented a multi-layered fix that restored the necessary system context and updated the underlying software dependencies. After rigorous testing across multiple environments to ensure full functionality and the restoration of automated notifications, the fix was deployed to all customers. **Follow-up Actions:** To prevent a recurrence, the team is enhancing end-to-end regression testing for infrastructure changes and improving monitoring to ensure visibility into background service health. Additionally, system alerts are being updated to provide immediate notification of failures in automated workflows, and internal deployment checklists are being refined to ensure consistent dependency management during platform upgrades. **Recommended Customer Action: Any customers who made Reconciliation updates via the All Entities Reconciliation Template between 2:26 PM PT on April 20 and 3:16 PM PT on April 23 should re-apply their reconciliation templates to ensure the changes are properly applied.**