Adding reconciliation accounts to a group

  1. Select Application Administration > Financials > Reconciliation.
  2. In the Reconciliation Setup panel, click Reconciliation Accounts.
  3. On the Accounts tab, select a standalone account.
  4. Click Add to Reconciliation Group.
  5. Select a reconciliation group.
  6. Click Save. The account is added to the group and the account information is updated.