Reconcile accounts immediately on a service

We can initiate a reconciliation activity immediately on a service, rather than scheduling the reconciliation.

Before you begin this task, we must create a service instance.

To prevent the reconciliation from running again at the scheduled time, change or delete the scheduled reconciliation.

To run a reconciliation now...

1. Click Manage Services. The Select a Service page is displayed.

2. On the Select a Service page:

   1. Enter information about the service in the Search information field.

   2. In the Search by field, specify whether to search against services or business units.

   3. Select a service type from the Search type list.

   4. Select a status from the Status list, and then click Search. A list of services that matches the search criteria is displayed.

3. In the Services table, click the icon () next to the service to show the tasks that can be done on the service, and then click Reconcile Now. The tasks that we can perform are dependent on the type of service.The Select Query page is displayed.

4. Select one of the following options:
   • None. Select this option to include all accounts in the reconciliation.
   • Use query from existing schedule. Select this option to view and select reconciliation from an existing schedule.

   • Define query. Select this option if to allow the reconciliation to filter accounts that fit the selected attributes, or if to perform a “supporting data only” reconciliation.

5. Click Submit to request an immediate reconciliation activity.

A message is displayed, indicating that you successfully submitted a reconciliation request to run immediately.

To view the results of the reconciliation, click View the status of the reconciliation request, or click Close.

Parent topic: Management of reconciliation schedules