Deleting Attachments from a Reconciliation
Attachments can only be deleted when the reconciliation is open and with the role that created the attachment. For example, once a preparer submits the reconciliation, preparers cannot delete their attachment since it is not on their workflow.
To delete an attachment in a reconciliation:
- From Home, click Reconciliations and then select and open the reconciliation to work on.
-
On the Reconciliation Summary dialog, click the
Attachments tab (paper clip icon) on the right. The
Attachments list displays.
- For the attachment to be deleted, click Actions and select Delete.