Will my reconciliation edits be lost if a statement is reprocessed?

Your reconciliation edits stay in place through normal use. They only get cleared if you deliberately re-extract a statement from scratch, which pulls every transaction fresh from the PDF and cannot carry over the changes you made by hand.

When your edits are safe

A statement that has already finished processing is not read again on its own. Adding new statements to the project, generating insights, reopening the cycle to look at it, and coming back tomorrow all leave your work untouched. CounselPro does not quietly re-process a statement you have already corrected, so day-to-day there is nothing to worry about.

When a reprocess clears them

The edits go away only when you send a finished statement back through full processing, for example after you reset a bad extract and run it again. That fresh pull rebuilds the rows from the source, so it cannot keep:

• rows you removed as duplicates,

• rows you added by hand,

• beginning or ending balances you corrected,

• a cycle you marked reconciled.

All of those live on top of the extracted data, and re-extraction replaces the data underneath them.

CounselPro warns you before it happens

A cycle you have hand-corrected carries an "edited" tag in the review workspace, and CounselPro uses that tag to warn you before a reprocess would wipe the edits. So a full re-extract is a choice you make with your eyes open, never a surprise.

If you do need to reprocess a corrected statement, plan to redo the fixes afterward against the source. It helps to note what you changed first, so you can put it back quickly once the fresh extract lands.