Example: Customizing the List View for Reconciliations

Assume that you want to see more information such as who the preparers are for reconciliations, reconciliations that are late with a preparer, and the source system reporting balances.

Use the following steps:

  1. In the Actions drop-down, select Select Columns.

    The Select Columns dialog appears. Use this to add various columns with information about (attributes of) your reconciliations.

  2. Scroll down the list and select Late (Preparer) and use the arrow keys to move it to the right hand side.

  3. Now select the Balances tab and select the field called Unexplained Difference (Functional).

  4. Click OK.

    The Reconciliations list now shows the attributes that have been added.


Customize reconciliation list