How to enter information for Policies and Procedures

A preparer of a reconciliation can enter the information into the appropriate sections on the account reconciliation by clicking on the 'expand' button at the top of the reconciliation form (see SS A).

SS A:

Once expanded, the preparer can click into any of the highlighted sections to type in the text (see SS B and SS C) and save.

SS B:

SS C:

NOTE:  There is a character limit of 1,978 per section.

NOTE:  A system admin can import policies and procedures for multiple accounts at once.