Page Comparison

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1. To access the ITFM Reconciler application, go to http://usfweb.usf.edu/DSS/Reconciler/ .
   
   
   
   
2. Select Log In >.
   The application displays the USF NetID login page.
   
   
   
   
3. Enter your USF NetID credentials and click Sign In.
   The system displays the Reconciler home page.

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Security Permissions

Users are granted access to the Reconciler application through security permissions. The Reconciler has two security roles: User and Manager. The screen options and tasks allowed vary depending on your role. The procedures shown in this guide are separated by role.

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The ITFM Reconciler home page consists of a Header and a Workspace.

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The Header contains:

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• A title showing the selected page and the Fiscal Year (the option to select a different year is currently unavailable). When a division has been is selected, the title also displays the name of the division.
• The main work area. When you are on the Division Selection workspace, this display lists the Divisions and record counts of reconciled and pending transactions as shown above.

Procedures (User Role)

Users have permissions to view and reconcile transactions and to export the current page of transactions to Excel.

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1. Click the Select Division button.
   The application displays a list of revenue and expense transactions for the division.
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2. Locate the transactions to reconcile and click Reconcile.
   The application reconciles the transaction and removes it from the list.
3. Navigate to additional pages by scrolling to the bottom of the display and selecting a page number or clicking the arrowsƒ „.
4. Return to the Division Selection workspace by clicking Division Selection in the Header.

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When the new fiscal year starts, all of the divisions are rolled to the next year, and transactions continue to post automatically to the divisions. You can select the year on the right portion of the workspace to display the divisions for each fiscal year. 
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Using the system configuration component managers can update the fiscal year closing date, which is the date when transactions for that fiscal year no longer load. Note that transaction dates are based on activity date, not posted date. 

1. On the Home page, select Manage > System Configuration.
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2. Select Edit to update the closing date.
3. Select a date from the calendar.
   
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4. Click Save.