Reconciliation Folders

This functionality will allow you to create folders in the reconciliation module to organize and classify your reconciliations in an easy and fast way.

How to create folders in reconciliations?

Step 1 - Go to the reconciliation module

To create a folder in the reconciliation module, click on the folder icon at the top right.

Step 2 - Name the folder

Assign a name.

You can perform your reconciliations within the created folder

You can also delete a folder as long as there is no reconciliation created within it, by clicking on the trash can icon that appears over the reconciliation.

Step 3 - Organize reconciliations

You can move your created reconciliations to any of the existing folders by clicking on the folder icon above the reconciliation or move a folder into another folder.

Select the folder to which you want to move your reconciliation and click on the "Move to this folder" button.

Step 4 - Rename the folder (optional)

Finally, you can also rename the folder by clicking on the "pencil" icon on the right side of the folder you want to modify.