Overview: This help article demonstrates how to view, edit or delete a reconciliation field within an Active workpapers binder.
Please refer to the Glossary for definitions of key terms used in this article.
View, Edit, or Delete a Reconciliation Field
To view, edit, or delete the reconciliation fields for a specific record, please follow these steps:
1. Open the binder in Excel (desktop program).
2. Once the add-in loads, click the reconciliation icon next to the record with the reconciliation field, then select Manage Reconciliation Fields.
This will open the Manage Reconciliation Fields screen. You can then click the pencil icon to edit the cell associated with the reconciliation field and to see which cells it refers to.
To delete the reconciliation field, click the bin icon as shown below.
You can also navigate to and view the reconciliation field by clicking into the Cell in the same window.