1. Administering Account Reconciliation
  2. Administering Reconciliation Compliance
  3. Ongoing Administrative Tasks
  4. Running Rules for Reconciliations

Running Rules for Reconciliations

To run rules for a reconciliation:

  1. From the Home page, select Reconciliations.

  2. Select a reconciliation, then from Actions, select Run Rules.

  3. In the Run Rules dialog:

    • All Rules - Runs all rules set on this reconciliation.

    • Select a rule from the drop-down list.

  4. Click Run. The Confirm Action dialog is displayed.

  5. Select All Reconciliations to run rules for all reconciliations in the Reconciliation List or Selected Reconciliations to run rules for the selected reconciliation.

  6. Click Yes to run rules.