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How to set company and user profile settings?
How to Change My Password
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.
How to Change Your Company Info
You can change some fields of your company info that is bound to your email. You can see different submenus when you enter the menu "Company Settings" according to the subscription of the company that you are bound to. Tax ID Number cannot be changed. If you have the profile of "Company User that is Demanded to Reconcile", your tax ID number that is bound to your email and the "Company Name" bound to your tax ID number has already been registered by the company that request to reconcile
How to Customize Personal Settings
You may update your personal info as user on "My Profile" field. You may see different submenus on "My Profile" menu according to the subscription of the company that your account is bound. Email cannot be changed. The company info such as name, contact info, logo etc. that you will provide on this screen will be visible to other users according to your use and the personnel of Easyrecon. By entering your info on this screen you accept that your company info such as the company name, contact in
How To Create a Reconciliation Text Template
*** This screen is only available for the companies that are "Authorized to Reconcile". *** You can see old templates you have made by using the "Text Templates" on My Profile page or create a new template. Easyrecon creates an automatic template for all users Authorized to Reconcile. You can create many templates for the same reconciliation type. You can delete previously used template. After creating a new template, you have to adjust the text settings of that template. You can chang