Requesting a Reassignment for One Reconciliation

Reassignment requests are only allowed to be submitted for reconciliations that are Pending, or Open with that user (or a user earlier in the workflow cycle). For example, a reconciliation could be 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. This is consistent with reassignments made by administrators or power users.

To request a reassignment for one reconciliation:

1. In Account Reconciliation Manager, from the Dashboard, or click View, and then Reconciliation List View.
2. Click on an account to open the Reconciliation dialog box.
3. Click the Actions menu and select Reassign User.
4. Enter or click Search to find the reassignment.
5. Click OK.