1. Administrator's Guide
  2. Setting Up Account Reconciliation Manager
  3. Managing Periods
  4. Running Auto-Reconciliations

Running Auto-Reconciliations

Running auto-reconciliation changes the status from Open with Preparer to Closed.

To run auto-reconciliations:

  1. In Account Reconciliation Manager, click Manage, and then Periods.

    Note:

    Auto-reconciliation also runs automatically as part of the following processes: Data Loads, Copy to Period, Setting period status to Open.

  2. Select a period, and then click Auto-Reconcile Auto-Reconciliation button. A message displays, "A request to auto-reconcile is submitted successfully."
  3. To see the auto-reconciliation data load status, click Refresh Refresh buttonfor a period in the Auto-Reconciliation Running column.

    If the request fails, a message "Failed to start the auto-reconciliation. Please check the business events configuration on your system." is displayed. See Reason Codes for Account Reconciliation Auto-reconciliation Failures.