Reconciliation Report Activities

Explore Job Aids for more help:

Job Aids

Steps to create a report:

  1. Select the appropriate filter from the View By dropdown. The relevant reports will then populate the grid.
  2. Select the appropriate site and click Create button from the top ribbon.
  3. A new Create CRA TMF Reconciliation window will open, Complete the required fields.
  4. Fill in the appropriate details and click Create button to create a report.
  5. User will receive a notification that the Site Report is created successfully. The report will then be displayed in the grid.


Steps to Edit a Report:

  1. Select the required site from the Reports and click the Edit button on the top ribbon.
  2. A new Modify CRA TMF Reconciliation window will open, Update or change the required fields.
  3. Once field are updated, click the Save button to apply the changes.


Steps to delete a report:

  1. Select the document from the grid, and click the Delete button on the top ribbon.
  2. A warning message window will open, with message ‘Do you really want to delete the selected reports?’.
  3. Click the Delete button to remove selected placeholder from document.