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Request Other Documents

1.Navigate to the Other Documents Section

  • Go to Banking & Reconciliation.
  • Select Reconciliation Center.
  • Click on Month End Documents.
  • Choose Other Documents.

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2. Upload, Request, or Mark Documents

  • Select the appropriate balance sheet account for the corresponding month.
  • Choose to Upload Document, Request Document, or Mark as 'No Document Available'.

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3. Enter the Description

  • If requesting a document, enter a description of the document you need, such as "Document request for January".

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4. View Document Requests

  • Go to Open Items.
  • Select Document Requests to view the details of your request.

 

5. Track Document Status

  • In the Other Documents section, account managers can see the status of document requests with the following icons:
    • Question Mark: Document missing.
    • Timer Icon (Orange): Document requested.
    • Green Tick: Document uploaded.
    • Verified Icon: Document verified.