How to Reopen A Reconciled Account for Editing

Modified on Fri, Mar 22, 2019 at 4:13 PM

Once a reconciliation has gone through the workflow to completion and is in a status of 'Reconciled', it can no longer be edited.  If you need to be able to open that reconciliation back up for some reason (i.e. to add a supporting document), you'll need to ReOpen that account reconciliation.


To reopen that reconciliation, locate the account reconciliation in the Account Viewer and check the checkbox to the left of that account (see SS#1).


SS#1


Once the checkbox is checked, you should see the 'Reopen' button enabled (see SS#2).


SS#2

Once re-opened, the reconciliation status will return to 'In Progress' so that the Preparer can make whatever changes need to be made.  The reconciliation will then need to go through the workflow and signed off on again.






Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article