Learning About Formats

Reconciliation formats determine what reconciliations will look like, and the type of information that preparers and reviewers can enter. Formats for reconciliations are selected or designed by the Service Administrator.

Formats are completely customizable. A library of standard formats is available, or Service Administrators can build custom formats from scratch.

Formats for Group Reconciliations

For information about defining formats for group reconciliations, see Administrator Set Up Tasks for Group Reconciliations.