1. User's Guide
  2. Managing Reconciliations
  3. Performing Group or Team Reconciliations

Performing Group or Team Reconciliations

The process of performing group or team reconciliations is identical to the process for regular reconciliations, except for the claim function.

Claiming a Reconciliation

When a group or team is assigned Preparer or Reviewer roles, any member of the group or team can perform the functions associated with the role, but only after the user has claimed the reconciliation.

Before claiming the reconciliation, the user has implicit Viewer access. After a reconciliation is claimed, other members of the group or team still have the ability to claim the reconciliation, but doing so causes the initial user’s claim to terminate, thus revoking that user’s ability to perform the role functions and granting the ability to the user with the latest claim.

The ability to claim a reconciliation from another user is required to accommodate cases where a claim has occurred; however, the user with the claim cannot complete the role functions (for example, because of an absence).

To claim a reconciliation:

  1. Open the reconciliation, and then click Claim.

  2. After a preparer or reviewer clicks the Claim button, then the Release button appears.

  3. Click Release to remove the claim made by that user.

Note:

If the Service Administrator has enabled this feature, you can claim or release multiple reconciliations at one time.
  1. Highlight the reconciliations you want to claim or release and then click Actions, then Bulk Update.
  2. Select Claim or Release. The action will be taken on all the reconciliations you highlighted.

To determine whether a reconciliation is claimed, view the following view and column attributes:

  • Preparer (Claimed)–If Yes, then the Preparer role has been claimed. If No, then it is unclaimed.

  • Reviewer # (Claimed)–The # indicates the reviewer level. If Yes, then this Reviewer Level is claimed. If No, then it is unclaimed.

To filter by the Preparer (Claimed) and Reviewer # (Claimed) attributes:

  1. At the top of the Filter panel, click Select Filterable Attributes Select Filter Attribute.

  2. Select the desired attributes from the Available.

  3. Click >> to move the attributes to Selected.

  4. Click OK.

To add the Preparer (Claimed) and Reviewer # (Claimed) attributes as List View columns:

  1. Click Columns at the top of the Reconciliation List view.

  2. Select the desired attributes from Available.

  3. Click >> to move the attributes to Selected.

  4. Click OK.