Reviewing a Recon

Requesting a Review

• • Users can request a review of the Recon they are working on at any point

  • Click on the Request Review button on the Reconciling Items page

  • Enter the name of a user with access to the Recon and add a message

  • Click Send

• • An email is sent to the Reviewer and they get a Notification in their list

Reviewing a Recon

• • Click on the link in the email or on the Notification message

  • The Review screen is shown

  • Here you can review the list of outstanding items on this recon, Raise issues related to particular transactions or the recon as a whole, and complete the Review once you are satisfied

• • Click on Review Completed, Add a Message and click Continue

• • A Notification will be added to the list of the user who requested the Review

Review List

• • You can see a list of all reviews on Recons/Groups you have access to by clicking on the reviews menu item

  • Search for a particular review and click on the name to view it. You will only be able to raise issues on it, if you are the Reviewer