Issues

Creating an Issue

• • Issues are raised from the Review Screen.

  • Only the reviewer can create issues and issues can be created on both Open and Completed Reviews

  • Issues can be created for specific transactions or about the Review as a whole

  • You can create multiple issues from one Review

  • Issues are separate from Reviews and completing a Review does not close the Issue

  • Tick the Raise Issue checkbox for the transactions you want to associate with the Review

  • Give the issue a name and add a message and the click Raise Issue

  • My default it is assigned to the person who Requested the Review but you can assign it to any other user with access to the Recon

  • The user will receive an email and a notification telling them they have been assigned an issue

Viewing Issues

• • You can access you issues from the notification, the email, by clicking on the issue link on the reconciling items page or through the issues menu item

  • All issues either created by you, or assigned to you are shown on this screen. Click on the name to view the issue

Updating Issues

• • The Issue detail page includes all information about the issue, the creator, assignee, any linked transactions and all comments

  • Only the Creator and Assignee can add comments

  • Only the Creator and Assignee can assign the issue to someone else

  • Only the creator can close the issue

  • Anyone can view an issue on recons which they have access to by clicking on the View Issue Button (if present) on the Reconciling Items screen