Authorized clients can complete their own statement windows, but availability depends on current company permissions and the server’s current completion determination. Merely viewing a period does not grant completion authority.
- Select the intended company, account, and statement window.
- Open Manage reconciliation and inspect the available actions.
- If completion is unavailable, review the evidence and activity requirements as well as your current access.
Separate missing authority from unfinished review
A user with completion permission can still be blocked by unmatched activity, stale evidence, restricted rows, an unknown ending balance, or a nonzero difference. Fixing access alone does not resolve those conditions.
If another authorized reviewer must complete the period, provide the exact account and dates plus the unresolved issues you found. Do not share credentials or use someone else’s session. When access changes, refresh the workspace before preparing another action so the current permission check is used. The completion decision remains explicit and requires a reason and confirmation. A role title should not be treated as a universal guarantee across all companies or periods, since the current account and statement evidence determine which action can safely proceed.
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