Reconciliations

Reconciliations lets users upload documents and match them with contracts as support (reconciliation) docs.

More features coming soon

Steps

1. Upload doc – Upload a reconciliation document (e.g. statement, schedule) from the Reconciliations panel in Admin.
2. Edit to match contracts – Edit the reconciliation record to link it to one or more contracts. Match the doc to the correct contract(s) for reporting and audit support.
3. Delete – Remove a reconciliation doc when it’s no longer needed (e.g. from the list or detail view). Only users with the right permissions can delete.