Actions with Attachments and Permissions Required

Preparers can add attachments to the overall reconciliation in the Attachments section of the Summary, and to reconciliation comments or transactions. Reviewers and Commentators can only add attachments to their comments.

The Attachments drawer is reserved for the Preparer role. Only the Preparer can use the Attachment drawer, and the current Preparer that is working on the reconciliation with the status of Open with Preparer has full access to add or delete any of the attachments in the Attachment drawer, whether they added them or not.

You can:

• View who added the attachments and the date and time it was added.
• Carry forward an attachment on a reconciliation to the next period the reconciliation is created.
• Edit the description of an attachment up until the workflow on the reconciliation has been completed.
• Expand the list of Transaction Attachments and set as default expanded view.
• Add an attachment to multiple reconciliations at one time.
• Add one or more attachments by using drag and drop from the Add Attachments dialog. You can also drag and drop more than one attachment and then upload the multiple attachments at one time.

Note:

You cannot upload files with the following file extensions: exe, com, cmd, bin, bat, msi, vbs, sh, class, jsp, js, ear, war, py, rpm, so, properties, and config. Account Reconciliation blocks a file containing zip slip from being uploaded.

Permissions Based on Role and Status

Here's a table that describes the tasks you can perform based on the status of the reconciliation and your role:

Table 5-1 Attachments and Reconciliation Status

Role	Status: Open with Preparer	Status: Open with Reviewer	Status: Closed
Preparer	Can add or delete attachments whether or not they added the attachment	Can view attachments	Can view attachments
Reviewer	Can view attachments	Can view attachments	Can view attachments
Commentator	Can view attachments	Can view attachments	Can view attachments
Administrator	Can view attachments	Can view attachments	Can view attachments
Power User	Can view attachments	Can view attachments	Can view attachments