How can I track outstanding items from my reconciliations?

Modified on Fri, Aug 3, 2018 at 4:22 PM

Each reconciling item begins to be aged when the transaction date is entered on the reconciliation. That aging will be displayed on the reconciliation cover sheet.


A great way to manage and track all outstanding items each period is to run the Open Items Report.  Go to Reports > Standard Reports > Open Items Report.


Open Items can be managed and tracked by risk rating, type of exception (adjustments, timing differences, write-offs, etc.), by role/user, by aging timeline and by status of the reconciliation.  See the parameters and example of report below:



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