Recons

Navigate to Administration>Recons

Recons must be based on a template. You can't edit the form of a Template from the Recon Admin screen.

You can add, edit, remove and copy a Recon

Copying a recon creates an exact copy with 'Copy of' inserted in the name

Assign a Recon to a Group so you can order your recons. The group depends on your business structure but you could group Recons per Fund, Company or Business Unit for example

Give it a name so you know what type of Recon it is. eg 0101 Contribution Control Account

Everywhere the Recon name is displayed it will be displayed as a combination of the captured Group and Name fields.