Reconciliation Process

This Feature Console page enables you to assign the Lightning record pages for Bank Reconciliation, Transaction Reconciliation, and Bank Statement as org defaults. It also updates the page layouts for Bank Statement and Transaction Reconciliation.

Updating Lightning Record Pages

To activate the Lightning Page assignment:

1. Click the Feature Console tab.
2. [Optional] Filter the list of features by application or status.
3. Click Reconciliation Process.
4. For step 1, Click Launch. The Feature Console lists all action overrides that you can complete and displays the following information:
   • The name of the object
   • The action to override (View)
   • The user interface that is affected (Lightning Experience)
   • The current override value
   • The proposed override value
5. Click Perform. When the step has been completed, the Status changes from "Not Done" to "Done".
6. For step 2, click Perform. When the step has been completed, the Status changes from "Not Done" to "Done".
7. When all steps are complete, use the Status slider in the Feature section to enable the feature. The Messages panel displays a summary of the changes.