Preparer Tasks for Group Reconciliations
Once an Administrator has set up and configured group reconciliations, preparers can work on performing reconciliations.
This flow is similar to individual reconciliations.
- Prepare group reconciliations. See Preparing Group Reconciliations - Key Differences.
- Create transactions for a group reconciliation. See Creating Transactions for a Group Reconciliation.
- Import transactions. See Import of Transactions for a Group Reconciliation.