Reopening Reconciliations

There may be times within your organization when users in the course of the business cycle need to reopen or decertify a reconciliation. An administrator can permit this by taking action in the System Settings.

To allow reopening of reconciliations:

1. From Home, click Application, then Configuration
2. On the System Settings tab, select Reopen
   
   
3. Set the conditions for allowing reopening of open reconciliations:
   • Not Allowed - this is the default option and Preparers and Reviewers cannot change the workflow of an open reconciliation once they have submitted or approved.
   • Allowed for all reviewers- allows Reviewers who have approved a reconciliation to return the workflow to themselves. Preparers cannot do this.
   • Allowed for all preparers and reviewers - allows a Preparer who has submitted a reconciliation or a Reviewers who has approved a reconciliation to return the workflow to themselves.
4. Set the conditions for allowing reopening of closed reconciliations:
   • Not Allowed - this is the default option and Preparers and Reviewers will not be able to reopen a closed reconciliation.
   • Allowed for final reviewer- allows only the final Reviewer to reopen and return the workflow to themselves. If there is only one Reviewer, that user is by default the final Reviewer.
   • Allowed for all reviewers- allows any Reviewer associated with the reconciliation to reopen and return the workflow to themselves
   • Allowed for all preparers and reviewers - allows either Preparers or Reviewers of the reconciliation to reopen and return the workflow to themselves.