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Inheriting new recon preparer to connecting TM profile — Cloud Customer Connect
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Inheriting new recon preparer to connecting TM profile

edited Jul 20, 2020 9:52AM in Account Reconciliation


How to change recon preparer so it will be changed on the Matching screen as well


Hi All,

Question on changing the rec. comp. recon preparer from an individual to a Team. 
When we do that, the rec comp recon will show the Team as the new preparer and any member of that team has access to the recon including clicking on the “Matching” button. 
However, they cannot see the recon task on the “Matching” screen. They cannot run Auto match either which they should be able to.

Any ideas on this?



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