Managing Preferences

One of the first tasks when you first access Account Reconciliation is to manage preferences. You can set up a badge photo, time zone, and other notification items by modifying your personal preferences.

To set up or change preferences, click Set Preferences on the Settings and Actions Menu on the top right.


settings and action menu screenshot

General Preferences

On the General tab you can upload a photo, change your status, change the time zone in which you will be working, or turn on or off system messages to the user.

General preferences tab that users can set when starting to work with Account Reconciliation Cloud.
  • Upload Photo—You can upload your photograph

  • Email — Populated with your email

  • Description — Roles assigned to this user

  • Roles— Displays roles you can assign this user

  • Status — Available or Unavailable. For example, if the primary user is unavailable, the task reverts to the backup user, if one is assigned and available

  • Time Zone — An administrator can choose the time zone in which a user is working. For example, you can convert a task's scheduled Start and End Dates into the time zone of the user, thus producing the Start Date (Local) and End Date (Local)

  • Confirmation Messages — turn on or off system messages to the user.

Reconciliation Compliance Teams Preferences

The Teams Preferences list displays the teams that have been set up by a Service Administrator for Reconciliation Compliance.

Reconciliation Compliance Notifications Preferences

On the Notifications tab, Reconciliation Compliance users can set a start and end time for email notifications. Also expand each notification type to choose how often you want to be notified.

All users can specify when to receive notifications:

  1. For email notifications, enter the Email Start Time and Email End Time.

  2. For each type of notification, expand each notification preferences and choose when to be notified:

    For example: for Status Change Notification, expand Account Reconciliation Cloud, then expand and choose "You are the backup preparer and the primary preparer is unavailable." Select Every 2 hours as a choice of notification.

    Note:

    You can override a setting at a lower level (for example, configure Notification Type to Every 2 hours, and override one of the Conditions to Immediately). Then the parent setting(s) displays the word Mixed, to provide a visual indication that more than one preference setting has been assigned to child level settings. You can change the value from Mixed to a different preference setting; the child level settings are changed to the new setting.

    If an Administrator disables the Email Notifications in Services, then notifications are suspended.

Notifications are sent in these circumstances:

  • Late Notification—A late notification, for Open and Closed Periods, is sent to preparers the day after the due date of the reconciliation and to reviewers the day after the due date of the review.

    Note:

    A delinquency notification is not sent for Locked Periods.

  • Status Change Notification—A notification that the reconciliation is ready to be worked on is sent to the preparer when reconciliation status changes from Pending to Open with Preparer and to reviewers when the status changes to Open with Reviewer.

  • Due Date Reminder Notification—A reminder is sent to preparers a specified number of days before the due date of the reconciliation and to reviewers a specified number of days before the due date of the review.


Notifications preferences that can be set: Email start and end time and Late, Status Change, and Due Date Reminder notifications.

For example, for Status Change Notification, expand Account Reconciliation Cloud and then expand again to choose "You are alert approver and alert status changes to open with approver." Then select Immediately to be notified as soon as an approver takes action.