Approving the Reconciliation

Approving the Reconciliation

When an SME has submitted the month-end reconciliation, it will then be available for review and approval. 

To approve the reconciliation, click View Reconciliation on your desired engagement.

Select the Summary tab under Reconciliation. At the bottom of the Reconciliation Summary, you will be able to Approve or Reject the reconciliation.

Select Approve once the SME’s reconciliation is ready.

Communication around Approved Reconciliation

When Reconciliation is approved, your customers will receive an email notification. The templates are :

1. Approved Reconciliation: Body
2. Approved Reconciliation: Subject

If the Reconciliation is rejected, the email notification sent to the customer will be the following;

1. Rejected Reconciliation: Body
2. Rejected Reconciliation: Subject

Click for more information about emails customisation

Click here for a full list of available placeholders.