1. Administering Account Reconciliation
  2. Administering Reconciliation Compliance
  3. Managing the Reconciliation Process
  4. Creating Reconciliations
  5. Creating Reconciliations from Profiles

Creating Reconciliations from Profiles

Reconciliations can be created for all profiles or a selected set of profiles.

If information is missing from a profile - for example, a preparer is not specified – a reconciliation is not created.

To create reconciliations:

  1. From Application, select Profiles.
  2. From the Profiles list, filter the list to include only profiles for which you want to create reconciliations. You can choose All Profiles or Filtered Profiles and select a saved filter.
  3. After filters are set, from Actions , select Create Reconciliations.

After the creation process is complete, a results summary is displayed. The summary displays the number of reconciliations created, the number of profiles for which reconciliation creation failed, and the reason for the failure.