Ribbon

The buttons on the ribbon are explained in the tables below. Some functions are also available in the context menu which opens when you right-click an item.

When you open the Reconciliation workspace initially, the Reconciliations screen will be open in the main workspace area and the Home and Manage Reconciliations tabs will be available on the ribbon. When you open a reconciliation, it will have its own screen, and its own set of ribbon tabs: Reconciliation, Approvals and Tasks. Buttons in the Approvals tab will become active when you open the Approvals tab of the reconciliation, and buttons in the Tasks tab will become active when you open the Task List tab.

Home tab

Button	Function
	Opens the Reconciliations screen.
	Opens the License Manager window (see Licensing).

Manage Reconciliations tab

Button	Function
	Save: Saves changes made to reconciliations.
	Open: Opens the selected reconciliation.
	New: Creates a new reconciliation (see Create a new reconciliation).
	Delete: Delete the selected reconciliation (see Delete a reconciliation). Note: This function is only available to user accounts that are granted the role 'Reconciliation/Reconciliations - Delete'.
	Show Inactive Reconciliations: Toggle for Show or Hide inactive reconciliations (if 'Show' is enabled the button has an orange background). Note: This function is only available to user accounts that are granted the role 'Reconciliation/Manage'.
	Load Data: Opens a window where you can load data into the selected reconciliation (see Load data into a reconciliation).
	Permissions: Open the permissions control dialog for the reconciliation. [Added in version 16.5 Update 16]

Reconciliation tab

Button	Function
	Saves changes made to the opened reconciliation.
	Opens the selected hierarchy item.
	Expands all nodes contained in the selected hierarchy node.
	Collapses all nodes contained in the selected hierarchy node.
	Opens the window where you can assign permissions: allow or forbid users to perform operation on the selected node in the reconciliation.
	Opens a reserves report in the Dataflow Reporting workspace for the selected reconciliation (see Reporting workspace).
	Opens a dialog where you can create change records in bulk in the child nodes of the selected node (see Create change records in bulk).
Unit System	Select a system of units of measurement for data display; the available options are Imperial, Metric, Continental.
Unit Scale	Select a scale for displayed values; the available options are Small, Medium, Large.
	Shows or hides reserves categories without values. When this button is pressed, empty categories are shown.
	Controls the scale of values on the chart. Click this button to use the largest value for all product categories as the highest value on the chart; otherwise the largest value in the current product category will be used.
	Shows values as a column chart.
	Shows values as a waterfall chart.

Approvals tab

Button	Function
	Submits changes for approval (see Submit changes for approval).
	Approves submitted changes (see Approve reserves changes).
	Rejects submitted changes.
	Restarts the approval process.
	Refreshes the list of items available or submitted for approval.
	Opens the selected hierarchy node.
	Opens a window where you can check the history of approvals for the selected hierarchy node.

Tasks tab

Button	Function
	Creates a new task (see Tasks).
	Opens the selected task for editing.
	Marks the selected task as completed.
	Deletes the selected task.