1. Administrator's Guide
  2. Managing Reconciliations
  3. Managing Reassignments
  4. Requesting a Reassignment for One Reconciliation

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:

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