Review Stage

Review Stage

Here you can see the details of All Parties with following Reconciliation Status:
  1. Review Pending
  2. Reviewed


Click on View under Action

We will land on Reco Summary Screen


Click on 3 Dots under Action

You will get Options here on the basis of Reconciliation Status.
Following Options will be Static:
  1. Update Contact
  2. Comment
  3. Conversion-Logs


Review Done

You can mark multiple parties as Review Done at once


Request SignOff

You can directly Request SignOff from multiple parties at once


Bulk Actions

You will get Options here on the basis of Reconciliation Status.
Following Options will be Static:
  1. Mark as High Priority
  2. Remove Priority
  3. Resume Reminder
  4. Stop Reminder


    • Related Articles

    • Reco Stage

      Here you can see the details of All Parties with following Reconciliation Status: Statement Rejected Responded Balance Confirmed Statement Received Statement Mapped Mapping Pending In Progress Reco Rejected Auto Completed Click on View under Action ...

    • Understanding of Statement Status and Reconcilaition Status

      Statement Status Meaning Responded The party user has responded to the request. Not Responded The request is at Delivered/Read Stage however not responded by the party. Rejected The statement has been rejected by the company. Failed The request is ...

    • Sign Off Stage

      Here you can see the details of All Parties with following Reconciliation Status: Signoff Requested Query Raised Query Responded Query Resolved Signoff Completed Click on View under Action We will land on Reco Summary Screen Click on 3 Dots under ...

    • Reconciliation Summary

      What is Reco Summary? Reco Summary is a section that provides a high-level overview of all unmatched and matched items identified during the reconciliation process. Description of the screen Action Buttons Displays the next step dynamically based on ...

    • Matched screen

      What is Matched screen? Once the user has reviewed the reconciliation summary and wants a detailed breakdown of the matched records, they can click on View next to any of the following categories: Matched, Recommended Match, Mismatch in Amount, or ...