Managing Balance Loads
Use the Balance Loads card under Applications to create, edit, delete, and rerun balance loads to import balances in Account Reconciliation. You can also take action on mapping exceptions that occur while loading balances and create Profile Creation Rules that will be run when new profiles are automatically added.
Related Topics
- Viewing Balance Load Information
- Creating Balance Loads
- Executing a Balance Load and Viewing Results
- Managing Exceptions Generated When Loading Balances into Account Reconciliation
- Creating Mappings for Unmapped Accounts When Loading Balances
- Creating Profiles for Balances with Missing Profiles When Loading Balances
- Configuring Profile Creation Rules to Automatically Create Missing Profiles