Training Users, Performing Acceptance Testing, and Migrating to Production

Your users will need to be trained to manage the reconciliation process, and to work with reconciliations as preparers, reviewers and other roles that need to interact with reconciliations in order to perform their job functions. There are tutorials available to train your users.

After the users have been trained, acceptance testing must be done to validate that the configurations are correct.

Key items to validate include:

  • Ensuring balance mappings and aggregations for each reconciliation contain the correct account balances

  • Checking that all preparer and reviewer assignments are correct

  • Ensuring each reconciliation contains the correct format

When testing is complete, migrate your configuration from your test environment to your production environment.