1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Reconciliation Compliance
  3. Working with Profiles
  4. Creating Profile Instructions

Creating Profile Instructions

The Instructions tab inherits instructions configured on the format assigned to the profile, eliminating the need to provide instructions for each profile. Some profiles, however, do require extra instruction. Add the instructions as paragraphs of text, attached files, URLs, or links to files in document repositories.

To specify profile instructions:

  1. From Home, click Application, and then Profiles.

  2. In New Format or Edit Format, select the Instructions tab.

  3. In Instructions, enter the instructions as paragraphs of text, attached files, URLs, or links to files in document repositories.

  4. Optional: Under References, click Add (+) .
  5. On the Add Reference dialog box, select the Type of reference:

    • Local File

      Click Browse to select and attach the file, enter a Name, and then click OK. The file size is specified in System Attributes.

    • URL

      Enter a Name for the URL, and then enter the URL, for example: Oracle, http://www.oracle.com, and then click OK.

Tip:

To delete a reference, select it, and then click Delete.