Accessing Reconciliations from Dashboards Card

The Overview Dashboard organizes reconciliations into various categories.

To access reconciliations from dashboards:

  1. From the Home page, click Dashboards.

  2. Select Overview.

    overview dashboard reconciliation compliance
  3. You can access different categories of reconciliations. For example, click on Open, Late, or On Time to see a list of reconciliations in that category, or filter by Format.


    Reconciliations where any role has ever been late are displayed when you click Late. This behavior is similar to the Ever Been Late filter in the Reconciliations list.
  4. From the list that displays, click to open the reconciliation you want to work on.

    Once you open a reconciliation, you see several tabs.
    screenshot of Fixed Assets reconciliation

    For details on preparing reconciliations, see Preparing Reconciliations