Creating the Engagement
You are able to enable the reconciliation module when first creating an engagement. First, enter the client's contact information then click Continue.
After entering in the client's contact information, a pop-up box will appear showing the option to enable the reconciliation module. Tick the checkbox to enable the reconciliation and press Continue to save your changes.
Editing the Engagement
Additionally, the reconciliation module can be enabled after the engagement has been created. Click the ellipsis then select Edit Engagement.
To enable reconciliation, scroll to the bottom of the menu. From here you can click the drop-down and select Enabled. Then click Save to save your changes.