Q: Is it Possible to Upload a New Reconciliation to the Sent Reconciliation List?

You can upload a singular agreement into a period of reconciliation that you have uploaded. Go to the reconciliation period where you want to add a record. Click on the Settings button. Press the "Add New Reconciliation Record" button from the popup menu window. Fill out the form as appropriate with the reconciliation information you wish to submit. Fields marked with "*" are required. ** When you press the Add button, the recording is added and the immediate invitation email is sent to the corresponding email address. Once the submission is complete, the record you uploaded will appear on the reconciliation detail page.

Q: Is it Possible to change the status of a reconciliation that has already been responded?

In accordance with our data security guidelines, the response to the agreement made via Easyrecon.com cannot be changed by any user in any way. If you believe that you have responded to the reconciliation incorrectly, you should contact the company that submitted the reconciliation, and request that they resend the reconciliation. Respond the newly submitted reconciliation request accordingly. Your most recent response will be valid on the system.

Question 1

Creating a Reconciliation Period

Accepted Answer

At the last stage of creating a new reconciliation period, the system brings the info forth that you have entered during the process of uploading reconciliation one last time. You can reach detailed info of that box by clicking the column of 3 dots at the top right on the relevant boxes.

If you are all done, complete the process by clicking the "Create Reconciliation Period" button. In this case, these reconciliations will be on "Reconciliations to be Sent" tab of the "Main Page". At this stage, the reconciliations haven't been sent yet. This screen is designed for you to final check the preparation you have made.

Question 2

Custom Reconciliation Settings

Accepted Answer

We have created a platform for you on Custom Settings menu that enables you to manage your reconciliations more effectively and set according to your needs. Put them into use by clicking the boxes next to the ones you wish to manage. It is selected when the box is in blue.

Auto Request Statements from Nonreconcilers: When you enable tick this box, if the authorized officer of your counterpart clicks "I Do Not Reconcile" and logs out without uploading the current account statement of their company, Easyrecon will automatically send an email of "Request Statement" to your counterpart five minutes after the response. Giden E-posta'nın içinde ilgili mutabakata ekstreyi kolayca yüklemesini sağlayacak bir link bulunur. Yanıt veren bu linki kullanarak kolayca ekstresini kolaymutabakat'a yükleyebilir. The email contains a link that will enable them to easily upload their statement for that reconciliation. The responder can use this link to easily upload their response to Easyrecon.

Notify Me of Nonreconcilers via Email.: If your counterpart clicks "I Do Not Reconcile", Easyrecon will send a notification email to the person requesting reconciliation about their respond. This way you will be aware of all "I Do Not Reconcile" responses without logging in to Easyrecon.

Auto Document Request on Missing Answers for Signed Document: If it is important to have a respond letter with "Seal and Signature" along with the electronic respond, you may use this option. In this case

Question 3

Uploading Reconciliation Statement from Excel

Accepted Answer

You can upload both the balance list of reconciliations that you will send and the statement which forms that balance to Easyrecon. You can download the Excel template you will use for uploading on "Activity Template" that can be found under the main menu "Reports and Templates".

You have to create the file by entering all the companies' statements you wish to send reconciliations top to bottom. It is necessary to register the records of a company's statements the sum of the transactions on the statement has to match with the balance list. The system will accept the transactions consistent with the balance but disregard the inconsistent ones.

You don't have to create a statement for every company that you sent reconciliation to. You may create for some if you wish.

You may add the statement after the delivery of reconciliation.

Question 4

Is it Possible to Upload a New Reconciliation to the Sent Reconciliation List?

Accepted Answer

You can upload a singular agreement into a period of reconciliation that you have uploaded. Go to the reconciliation period where you want to add a record. Click on the Settings button. Press the "Add New Reconciliation Record" button from the popup menu window.

Fill out the form as appropriate with the reconciliation information you wish to submit. Fields marked with "*" are required. ** When you press the Add button, the recording is added and the immediate invitation email is sent to the corresponding email address. Once the submission is complete, the record you uploaded will appear on the reconciliation detail page.

Question 5

Is it Possible to change the status of a reconciliation that has already been responded?

Accepted Answer

In accordance with our data security guidelines, the response to the agreement made via Easyrecon.com cannot be changed by any user in any way. If you believe that you have responded to the reconciliation incorrectly, you should contact the company that submitted the reconciliation, and request that they resend the reconciliation. Respond the newly submitted reconciliation request accordingly. Your most recent response will be valid on the system.

Question 6

How to Change My Password

Accepted Answer

Click on "Log in" on the main page. Request a link to create your password by clicking "Forgot My Password" at the bottom.

Click on the password reminder link and properly create a new password.

You can enter the site by using your new password from now on.

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