Adding Comments

Comments can be added to the overall reconciliation.

To add comments:

  1. From the Home page, select Reconciliations, then open the reconciliation you want to comment on..
  2. Click the Comments tab.
  3. In the text box, enter a comment.
  4. Optional: To add an attachment to an external document or a web page to the comment, select one of the following options:
    • Click Attach a File (paperclip icon) to browse to select a file as the attachment.
    • Click Attach a Link (link icon) to add the URL and Name of the attachment.

    Note:

    If you want to add an attachment (file or URL) to multiple reconciliations or transactions at one time, you can perform this action from the Reconciliations or Transactions List view. Highlight multiple rows of reconciliations or transactions or use the Shift key to select the ones you want. Then click Actions, then Add Reference, and then choose either File or URL.

    Note:

    You can also add one or more attachments by using drag and drop functionality available from the Add Attachments dialog box. You can rename the attachment in the Name field, if desired. If you drag and drop multiple attachments, you can upload them at one time.

    You must access the Add Attachments dialog box to properly drag and drop attachments. If you try to drag and drop from the Summary, you may experience problems.
  5. Click OK.