Overview: In Active Workpapers you are able to simply view, edit and delete reconciliation fields.
Please refer to the Glossary for definitions of key terms used in this article.
View, edit, or delete a reconciliation field
Click the Open in Excel button on the binder index.
Navigate to the relevant account and click the red explanation mark or green tick (depending on whether the record is reconciled or not), and select Manage Reconciliation.
A pop-up will appear. Here you are able to view, edit or delete the reconciliation field.
You can click on the cell to view which reconciliation field it is linked to.
You are able to select the pencil icon to edit the cell associated with the reconciliation field by clicking on the relevant cell and selecting to Sync with Current Cell, then clicking Save.
To delete the reconciliation field, click the bin icon as shown below.
