Requesting a Reassignment for One Reconciliation

Reassignment requests can be submitted only for pending or open reconciliations. For example, a reconciliation is Open with Preparer, which means the Reviewer 1 should be able to initiate a request. Reviewer 2 can initiate if it is open with Reviewer 1.

To request a reassignment for one reconciliation:

1. Select Reconciliations.
2. Click an account to open the Reconciliation.
3. Click the Actions menu, and then select Request Reassignment.
4. Enter a name or click Search to find the reassignment.