Free License - Administration

The Administration module serves as the central hub for managing integrations, accounts, periods, exchange rates, checklists, users, and teams in Account Reconciliation. This module enables administrators to control access permissions, assign roles, configure integrations with external systems, and maintain the organizational structure necessary for secure and efficient reconciliation operations.

Accessing Administration

To access the Administration module:

1. Log in to Account Reconciliation.

2. Select Administration from the left navigation pane. or

   Go to Profile and select Administration.

The Administration page opens with the Accounts tab displayed by default.

Note: The Administration module operates independently of period selection. Settings and configurations apply across all periods.

Navigate between the following tabs to access different administrative functions:

• Integrations

• Accounts

• Bank Accounts[v26.1] 

• Periods (coming soon)

• Exchange Rates (coming soon)

• Checklists

• Users

• Teams (coming soon)