How to update Settings?

How to update Settings?

Reconciliation Settings

What is Reco Settings?
The Reco settings allow users to define reconciliation parameters at the company level.

  1. Enter the Amount Tolerance as either a percentage or a numeric value.
    1. Enter the value directly in the input field.
  2. Enter Date Range (in days)
    1. Enter the maximum and minimum values.
    2. Maximum limit: 360 days.
  3. Enter TDS Percentage:
    1. Minimum: Enter the lower limit for TDS %.
    2. Maximum: Enter the upper limit for TDS %.
  4. GST Percentage:
    1. Enter the applicable GST %.
  5. Click on Save


Workflow Settings


What is WorkflowSettings?
The Workflow settings allow users to select report-sharing preferences with the party while requesting for Sign off.
  1. Choose Report Type for Request Sign-Off - Select one of the options
    1. Entire reconciliation report – To display only Share the complete reconciliation report with the Party.
    2. Party details only – Share only party-specific details.
    3. Display both options – Let users choose which report to share.
  2. Click on Save


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