Reassigning Preparers and Reviewers

An Administrator or Power User can reassign:

  • The current preparer for reconciliations with the status Open with Preparer

  • The current reviewer for reconciliations with the status Open with Reviewer

To reassign preparers and reviewers:

  1. Select a reconciliation with the status Open with Preparer or Open with Reviewer.

    Note:

    Administrators and Power Users can also reassign preparers and reviewers by using the Add/Set User pane in the Actions panel of the Reconciliation List View.

  2. Select Actions, and then View.
  3. Select Actions, and then Reassign User.
  4. Select a user.
  5. Click OK, and then click Close.