Update Reconciliation Status

You can update the reconciliation status in two ways: by opening the individual workorder entry or use Bulk Actions from the grid to update multiple statuses.

Update an individual entry:

1. Go to Inventory > Billing Center > Reconciliation Tracker.
2. Click on the entry from the grid. The reconciliation entry opens.
3. Click Actions.
4. Select Update Status. A pop-up opens.
5. Select the Status: 
   • Not Reconciled
   • Partially Reconciled

   • Reconciled

     

     Note: The statuses available depend on the entry's current status. For example, if it is Partially Reconciled, Not Reconciled and Reconciled are available.

6. Enter a Comment (mandatory).
7. Click Apply. The Reconciliation Status is updated.
8. If applicable, add a reception number or note to an invoice.

Update multiple entries:

1. Go to Inventory > Billing Center > Reconciliation Tracker.
2. Select multiple entries' check box.
3. Click Bulk Actions.
4. Select Reconcile. A pop-up opens.
5. Select Status:
   • Not Reconciled
   • Partially Reconciled
   • Reconciled
6. Enter a Comment (mandatory).
7. Click Apply. The Reconciliation Status updates for all selected entries.