Reopening Reconciliations

Service Administrators and Power Users can reopen closed reconciliations.

Reopening a reconciliation:

  • Reverts the status to Open with Preparer.

  • Sends an email notification to the preparer the next morning.

To reopen reconciliations:

  1. From the Home page, click Reconciliations.
  2. On the Reconciliation list, double click a reconciliation with a Closed status.
  3. On the Summary tab, select Actions, and then Reopen Reconciliation.

    A confirmation is displayed.

  4. Click Close.