Lessons Learned: Reconciliations

Unanswered Zoom Questions:

Where does responsibility for training us about how to perform reconciliations rest?

University Financial Services has developed new web-based training as part of the Finance and Administration Specialized Training (FAST) program, the latest of which just went live this February. Go to MyUK Learning to access this training.

In BW there were some saved views for recons. Are there going to be reported like that created in Tableau?

Yes, the new web-based training (see above) has instructions on how to retrieve the reports in Tableau. After you get the reports, there is the capability to save them.