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How to manage the reconciliation process?
How to Fix an Incorrect Reconciliation Response
You cannot modify, delete or hide the response status of an agreed reconciliation according to our data security rules. If you believe that a reconciliation has been replied incorrectly, you must resubmit the reconciliation to ensure that the corresponding company responds correctly. Select the relevant reconciliation. Click on the "Resend" tab on the right. Enter the new reconciliation values and click "Resend" to send your new reconciliation request to the other party. When you have resubmitt
How to Stop A Reconciliation Request
You can stop and prevent the process of reconciliation for one company that is on open field reconciliation list. To do so; Click "Analyze" for the details of that reconciliation. Click "Resend" Click the "Active Reconciliation" button to change it to "Reconciliation Stopped". The system will no longer send reminder e-mails for this reconciliation and the links sent previously will be out of use. To reactivate the reconciliation click the "Reconciliation Stopped" button to change it
How to Manage Open and Previous Reconciliations
You can view your reconciliations via the "Main Page". Click the relevant tabs on the middle panel. Open Reconciliations: Shows currently active reconciliations. Choose the reconciliation type to be listed on the left panel. Click the line that has the reconciliation group that you wish to use. The values of that reconciliation will appear on the column on the right. Pending Reconciliation: Reconciliations that are uploaded to the system but have not yet been sent. Previous Reconciliation:
Do my reconciliation requests arrive at the relevant personnel?
The successful delivery of emails for your reconciliation requests is very important to get a response for your reconciliation. You can track on Easyrecon whether the emails you have used for the reconciliation are valid and whether the e-mail address holders wish to get emails about the reconciliation. To do so, click on the relevant reconciliation period. Click on the rightmost tab on the right-hand panel. From there, you can watch how effective your emails requesting reconciliation are deliv
How to Stop An Incorrect Reconciliation Request
To turn off the period after the requests for reconciliation have been made in that period, find the relevant reconciliation on the tab "Open Reconciliations" on the "Main Page". Click on the wheel icon on the far right. Click "Reconciliation Settings" on the popup page. Update the "Expiration Date" as yesterday's date on the popup page. The unused links for the reply of reconciliation cannot be used any more with your update. This reconciliation period will be viewed as "Previous Reconcili