Viewing Reconciliations

You can open reconciliations from the Quick Links section: BI Dashboard or Reconciliations. To perform actions on the reconciliations, the reconciliation must be Open with Preparer or Open with Reviewer, and you must be the Preparer or Reviewer. Administrators can reassign the current Preparer or Reviewer but can't perform other actions, such as adding transactions or approving reconciliations.

To open reconciliations:

1. In the Quick Links section, select either BI Dashboard or Reconciliations. A Preparer or Reviewer can edit the reconciliation; all other users can only view it.
2. Double-click a reconciliation.