Comments

Comments contains comments added to the overall reconciliation.

To add comments:

  1. Expand Comments.
  2. Select Actions, and then New.
  3. In the text box, enter a comment.
  4. Optional: To add an attachment to an external document or a web page to the comment, in Reference, select Actions, and then Add, select a document or enter a URL, and then click OK.

    Note:

    If you want to add an attachment (file or URL) to multiple reconciliations or transactions at one time, you can perform this action from the Reconciliations or Transactions List view. Highlight multiple rows of reconciliations or transactions or use the Shift key to select the ones you want. Then click Actions, then Add Reference, and then choose either File or URL.
  5. Enter a URL, or browse to select a file.
  6. Click OK.