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:

  1. From Home, click Reconciliations and then select and open the reconciliation to work on.
  2. On the Reconciliation Summary dialog, click the Attachments tab (paper clip icon) on the right. The Attachments list displays.
    Delete action
  3. For the attachment to be deleted, click Actions and select Delete.