Who can update/edit my account?

Modified on Tue, Dec 20, 2016 at 6:09 PM

Only Preparers and Back Up Preparers can edit the account reconciliation.  While Reviewer, Back Up Reviewer, Approver, Back Up Approver cannot edit the reconciliation during review, they are able to add / delete Review Notes.


Anyone with access to the account can add a Rec Item Comment to an account that is not in Reconciled status as long as the period is still open.


System Administrator / Business Administrator is able to modify the ownership and attribute information for an account reconciliation. However, System Administrator / Business Administrator is unable to edit the account reconciliation.

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