Templates for reconciliation plan

The purpose of the reconciliation plan is to allow users to define how frequently an account should be reconciled. This is done using various reconciliation templates that are linked to different clients, and thus providing users with a reconciliation plan per client.

The following system templates are included in Period & Year:

• System template (impersonal)
• System template (personal)
• System template (participant-determined)

The system templates are read-only and maintained by Visma Software.

To access and manage templates, an Admin user can log in to any Period & Year client and click on the Person -icon in the top right corner and select Administration: