There are certain things that you can do with the Finance Agents.
After you have data in your Excel. it is possible to have insight on how your data is seen.
Be aware that the data should be in the table format to be able to make the reconciliation.
If you have saved the templates, you can use or if the data you have received, need some corrections, you can use Financial Data Preparation to prepare your data visibly.
System does suggestions for you but also you can write what you want to do by to write down in the description field.
What would be good here to be able to manage description via speaking :) Who knows :)
Then you are ready to do the financial reconciliation.
You need to select the sheet and tables,
System will offer some suggestion for matching. You can always be able to change what is offered.
You can add extra reference columns
Do not forget to check report parameters:
Now you are ready to reconcile.
Once reconciled, you will both have the result ans also insights:
Have fun :)
