Creating Profiles

To create profiles for Account Analysis or Balance Comparison methods:

1. From Home, select Application, and then Profiles.
2. Click New (+) to display the New Profile dialog.
3. In the Properties tab, specify the profile properties, as described in Specifying Profile Properties.
4. (Optional) In the Instructions tab, provide instructions on how to use the profile, as described in Creating Profile Instructions.
5. In the Workflow tab, provide preparer and reviewer assignments, as described in Assigning Profile Workflows.
6. In the Currencies tab, set up currencies for the profile, as described in Specifying Profile Currencies.
7. (Optional) In the Access tab, specify the users who are authorized as commentators or viewers of reconciliations related to the profile, as described in Specifying Profile Access.
8. (Optional) In the Attributes tab, assign attributes to the profile, as described in Specifying Profile Attributes.
9. (Optional) In the Rules tab, define rules for the profile, as described in Working With Profile Rules.
   For both format rules and profile rules, group attributes and balance attributes can also be included in rule conditions.
10. In the History tab, view the history of changes made to the profile, as described in Viewing Profile History.
11. Click Save and Close to create the profile and then close the New Profile dialog.