Assign mismatches
You can assign a reconciliation or certain mismatches to a user.
Assign a reconciliation
To assign a reconciliation to a user:
Open the reconciliation (click Open reconciliation in the Reconciliation overview).
Click Edit details and fill in the fields:
- Assignee
The user to assign reconciliation to.
- Comment
A reconciliation note. Add a comment if needed.
Click Save.
The user can find the assigned reconciliations in the Reconciliation overview, Assigned to me section.
Assign a mismatch
To assign a mismatch to a user for further investigation:
Open the reconciliation item.
Choose the user in the Assignee field and add a comment if needed.
Save the changes.
The user can find the assigned items in the Reconciliation overview, Assigned to me section.
Assign selected mismatches
To assign several mismatches to a user:
Select the mismatches in the list of reconciliation items and click Edit row.
Fill in the fields:
- Assignee
The user to assign the mismatches to.
- Comment
A reconciliation note (if needed). If any of mismatches already has a comment, it is replaced with the newly added one. To remove comments from all selected mismatches, choose Edit comment and leave the Comment field empty.
Click Save.