Reconciling accounts immediately on a service

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

To run a reconciliation now, complete these steps:

1. From the navigation tree, click Manage Services.
   The Select a Service page is displayed.
2. On the Select a Service page, complete these steps:
   1. Type 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.

      If the table contains multiple pages, you can:

      • Click the arrow to go to the next page.
      • Type the number of the page that you want to view and click Go.
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 you 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 you want to allow the reconciliation to filter accounts that fit the selected attributes, or if you want to perform a “supporting data only” reconciliation.
5. Click Submit to request an immediate reconciliation activity.