About Using Smart View With Account Reconciliation

This topic introduces and links to the procedures needed in order to install Oracle Smart View for Office, set up the connection, and then download the Smart View extension for Reconciliation Compliance, as well as the actual import transactions procedure.

You can use Excel to load transactions into Reconciliation Compliance by using the Smart View Account Reconciliation extension. The direct integration requires the base installation of Smart View plus the Smart View extension for Reconciliation Compliance.

For instructions on how to install Smart View and connect to Account Reconciliation, and then install the Smart View extension for Reconciliation Compliance, see the topics in Setting Up Account Reconciliation in Smart View.

For procedures to load transactions into Reconciliation Compliance, see Importing Transactions Directly From Excel Using the Smart View Extension for Reconciliation Compliance.

For more information on Account Reconciliation, see the documentation on the Oracle Help Center.