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Updated ARCS video tutorials now available

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edited May 21, 2018 1:32PM in Account Reconciliation

Summary

Updated ARCS video tutorials now available

Content

 

Hello. The following video tutorials have been updated to reflect the 18.05 release, and are available on the Help Center and YouTube.

 

Creating Reconciliations in Reconciliation Compliance     

Create reconciliations using the Periods list, and from a filtered list of profiles in the Profiles list.

 

Preparing Reconciliations in Reconciliation Compliance

View balances, claim reconciliations, copy transactions, enter transactions, add comments, and submit reconciliations for review.

 

Updating Reconciliations in Reconciliation Compliance

Update attributes for individual reconciliations, and update groups of attributes using the Actions menu.

 

Reviewing Reconciliations In Reconciliation Compliance

View reconciliation information, flag transactions as needing attention, add comments, and approve or reject reconciliations.

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