Step by Step Guide
- Navigate to the "My Reconciliations" page
- Select the invoice you wish to reconcile
- Commence or continue to reconcile the invoice
Q: Do I have to reconcile an invoice in one sitting?
A: No. You can save your progress and come back to it a later stage
Q: Can I automatically OK line items if it reconciles?
A: Yes. You can automatically reconcile line items if they match exactly. You can also set a $ or % tolerance that you will accept to automatically reconcile a line item.