Updating the Format Associated with a Profile

Service Administrators can update the format associated with a profile, if the profile is based on a Reconciliation Compliance method.

Changing a Reconciliation Compliance Profile to a Reconciliation Compliance with Transaction Matching Profile

Profiles associated with a Reconciliation Compliance method can be updated to use the corresponding Reconciliation Compliance with Transaction Matching method. Therefore, profiles based on formats that use Account Analysis can be updated to use a format that uses the Account Analysis with Transaction Matching method. Similarly, profiles based on formats that use the Balance Comparison method can be updated to use a profile that uses the Balance Comparison with Transaction Matching method.

To update the format for a profile that is based on a Reconciliation Compliance method:

  1. From Home, select Application, and then Profiles.
  2. Click the name of the profile whose format must be updated.
  3. In the Properties tab, click the Select Format icon (next to the Format column).
  4. In the Select Format dialog, select the required format and click OK.

Changing a Profile Based on a Reconciliation Compliance with Transaction Matching Method to a Reconciliation Compliance Profile

Profiles associated with formats that use the Balance Comparison with Transaction Matching or Account Analysis with Transaction Matching methods cannot be updated to associate them with a format that uses an Account Analysis or Balance Comparison method. However, if your business requires this, you create a new profile and then associate it with a format that uses the required method.

For example, the profile 101-11000 is associated with a format that is based on the Account Analysis with Transaction Matching method. You have been using this profile for a number of years. However, your organization now needs this profile to be based on the Account Analysis method. So, you stop using the profile 101-11000, create a new profile 101-11000_RC and associate the new profile with a format based on the Account Analysis method.

Use the following steps:

  1. (Optional) Create a new format with the required properties and set its Method to Account Analysis or Balance Comparison. See Creating Formats.
  2. Create a new profile with similar properties as your existing profile and use a suffix for the profile segments (for example, "_RC").

    Associate this profile with the format created in the previous step. You can also use an existing format that is based on the Account Analysis or Balance Comparison method.

    See Creating Profiles.

  3. If there are mappings in Data Integration associated with your existing profile, ensure that you update these mappings in Data Integration to load balances into the new profile that was created in the previous step.