Reconciling Deals

You can reconcile a deal’s amounts to all payments for that deal.

This task is a step in Process of Managing Trade Funds.

To reconcile a deal to the associated payments

1. Navigate to the Administration - Data screen, then the Fund Deals view.

2. In the Fund Deals list, select the deal record.

3. Click Release Commitments.

   The deal amount is updated to the sum of all payments.