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