Data Prep
Take multiple data sources - of different types and formats - and feed them into a single side of a reconciliation.
Getting Started
Data Prep Configuration
Data Prep Use Cases
Data Prep Use Cases - Cash
- Configuring Statement Identifiers
- Introduction to Data Prep for Cash Reconciliation
- Input only has transactions
- Input contains only balances, with Opening and Closing balances on the same row
- Input has only balances, with Opening and Closing balances on different rows
- Input has balances and transactions
Data Prep FAQ
- How many different Inputs can I upload into a single Data Prep process?
- What do I do if my Data Prep submissions get out of sync?
- What happens if I adjust the Data Prep process and this impacts my two-sided reconciliation?
- Can you delete output fields?
- How many columns can an input have for Data Prep?
- What happens if I adjust the Data Prep process when I have Pending data?