You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Managing Older Open Reconciliations "bulk close"

in Account Reconciliation 2 comments

Summary:

Hi,

We have several users—both preparers and reviewers—with a significant number of older-period reconciliations still open. We’re exploring ways to help them close out these items so they can focus on specific periods or on reconciliations with higher risk ratings or larger balances.

We do not want to delete any reconciliations.
We are considering locking periods from January through November 2024.
Although bulk review is enabled, bulk preparation isn’t an option for most reconciliations due to unexplained differences.

My question is: Are there any effective methods or tools to help preparers (and reviewers) manage and close older open reconciliations? Or for Service Admins to perform this for them. Ideally, we're looking for something similar to a “bulk close” functionality.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!