Account Reconciliation Sync Configuration Checklist

To make sure you have configured Account Reconciliation Sync properly, you can use a checklist of tasks to help you quickly set up any missing features. To access the checklist, go to NetSuite EPM > Account Reconciliation > Configuration Checklist. You need to complete each task on the checklist. You can also use this checklist to validate your current Account Reconciliation Sync setup.

For details on the checklist, refer to the following table:

NetSuite Column Label	Description
Feature	The list of Account Reconciliation Sync features to configure.
Status	The configuration status for each feature can be one of the following: If configured correctly, the feature is denoted with a green check mark icon . If not configured, or configured incorrectly, the feature is denoted with a red cross icon . Features where you should check the configuration are denoted with a dash .
Link	Clicking the View link for each feature takes you to the NetSuite page where you can configure the feature.
Instruction	This column shows relevant information about what you need to do to configure a particular Account Reconciliation feature properly.

Related Topics

• Account Reconciliation Sync SuiteApp Installation and Setup
• Required Features for Installing the Account Reconciliation Sync SuiteApp
• Installing the Account Reconciliation Sync SuiteApp
• Role Permissions for Account Reconciliation Sync
• Setting Up the Connection to Account Reconciliation
• Scheduling Script Deployments for Account Reconciliation Sync
• Loading Account Reconciliation Data into NetSuite
• Account Reconciliation Data Export and Import
• Setting Up Token-Based Authentication
• Managing the Account Reconciliation Jobs
• Accounts for Group Reconciliation
• Transaction Matching Accounts

General Notices