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