Defining Attributes

Attributes are user-defined fields. They are defined centrally by administrators and can be used in these places:

  • In Profiles: Administrators and power users can assign attributes to profiles to capture information that is not supported by the standard attributes.

  • In Formats: Administrators can assign attributes to formats to appear on reconciliations in two places.

    • In the reconciliation summary section, to capture reconciliation-level information from the preparer or reviewer (Format Attributes)

    • In transactions associated with the reconciliation, including adjustments and balance explanations; values for these attributes are provided by the preparer and are intended to ensure that the reconciliation contains sufficient information to justify the balance (Transaction Attributes).