About Account Reconciliation Attributes
Attributes are defined centrally by Service Administrators and can be used in multiple places in Account Reconciliation.
Attributes are user-defined fields and can be:
- custom attributes (see About Custom Attributes)
- group attributes (see About Group Attributes in Reconciliation Compliance)
- calculated attributes (see About Calculated Attributes)
Additionally, Account Reconciliation also provides some system-defined attributes, which are not editable.
Attributes can be used in these places:
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Profiles
Administrators and power users can assign attributes to profiles to capture information that is not supported by the standard attributes.
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Formats
Administrators can assign attributes to formats to appear on reconciliations in two places.
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In the reconciliation summary section, to capture reconciliation-level information from the preparer or reviewer (Format Attributes)
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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).
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