Adding the Reconciliation Ledger
To add a new Reconciliation Ledger, click the "+" button in the Parameters under the Reconciliation tab.
Type the name of the ledger in the left column and select the currency from the dropdown menu on the right column.
Please note that customers will not be able to start their Reconciliation until a Ledger is added.
Communication around Adding Reconciliation Ledger
When a Reconciliation ledger is added, your customer contact(s) for this engagement will receive an email notification. The templates are:
- Completed Ledger for Reconciliation: Body
- Completed Ledger for Reconciliation: Subject
Click the ‘Save’ button once complete otherwise changes made will not save.