Tasks

If during the reconciliation process you need to set up a reminder or make a note of a required future action, you can use tasks. Tasks are managed on the Task List tab of reconciliations. When you open this tab, buttons on the Tasks tab of the ribbon will become active (see Ribbon); alternatively, you can right-click the task list to access the same functions via the context menu.

Tasks are created for individual hierarchy nodes within a reconciliation; the example below shows several tasks created for the 'Algeria' node in the hierarchy.

If a node has a task, an exclamation mark will be shown next to it, as shown below. Tasks can be added to both unbalanced and balanced nodes.

To edit a task, double-click it, or select it and click the Edit button on the ribbon, or in the context menu.