{"id":964,"date":"2020-07-18T00:07:38","date_gmt":"2020-07-18T00:07:38","guid":{"rendered":"http:\/\/ajuda.grupopzm.com.br\/?p=964"},"modified":"2020-07-22T22:59:02","modified_gmt":"2020-07-22T22:59:02","slug":"how-to-assign-owners-on-the-reconciliation-checklist","status":"publish","type":"post","link":"https:\/\/ajuda.grupopzm.com.br\/index.php\/en\/2020\/07\/18\/how-to-assign-owners-on-the-reconciliation-checklist\/","title":{"rendered":"How to assign owners on the reconciliation checklist?"},"content":{"rendered":"\n

To associate owners utilize the assign owner function on the checklist
\u2013 Supervisor (this functionality works only to the supervisor profile).<\/p>\n\n\n\n

Access Menu Transactions > Transactions
> Checklist Control – Accounting Reconciliation Template<\/strong> – Supervisor<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Select the accounts using the checkbox on the left column General Ledger Account and then select the level that you want to choose, if: Analyst – Business Reviewer – Business Supervisor – Accounting Reviewer – Accounting Supervisor or All Levels.<\/p>\n\n\n\n

After choosing the level select the current owner in the corresponding box and change the box Assign owner and click on “Assign” located in the field on the right.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

*If the owner that you want to assign does not appear on the list of options check if this user has access to company\/subsidiary to which checklist it belongs. <\/p>\n

<\/div>","protected":false},"excerpt":{"rendered":"

To associate owners utilize the assign owner function on the checklist \u2013 Supervisor (this functionality works only to the supervisor profile). Access Menu Transactions > Transactions > Checklist Control – Accounting Reconciliation Template – Supervisor Select the accounts using the checkbox on the left column General Ledger Account and then select the level that you ..<\/p>\n

<\/div>\n

Read more<\/a><\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"","footnotes":""},"categories":[1352],"tags":[3318,3319,3283],"class_list":["post-964","post","type-post","status-publish","format-standard","hentry","category-accounting-reconciliation","tag-assign-owners","tag-reconciliation-checklist","tag-reconciliation-templates"],"yasr_visitor_votes":{"stars_attributes":{"read_only":false,"span_bottom":false},"number_of_votes":0,"sum_votes":0},"_links":{"self":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts\/964"}],"collection":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/comments?post=964"}],"version-history":[{"count":7,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts\/964\/revisions"}],"predecessor-version":[{"id":2462,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts\/964\/revisions\/2462"}],"wp:attachment":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/media?parent=964"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/categories?post=964"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/tags?post=964"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}