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How to configure the Recon Auditor Tool

How to configure the Recon Auditor Tool

Browntape Recon Tool enhances reconciliation by comparing actual versus expected deductions at the order-ID level, streamlining the process, and quickly identifying discrepancies.

 

Steps: 

  1. Create Import Configs:

    1. Products

    2. Orders

    3. Payments

  2. Upload Data:

    1. Product Data: Use the created import config to upload.

    2. Order Data: Use the created import config to upload.

    3. Payment Data: Use the created import config to upload.

  3. Create Rules or Calculated Fields:

    1. Define rules for all deductions

    2. Set up any calculated fields needed.

  4. Execute Rules:

    1. Run the defined rules to process the data.

  5. Order Segregation:

The tool will classify orders into:

  • Unreconciled

  • Reconciled

  • Remitted

  • Unremitted

 

Link for import config: https://app.browntape.com/recontool#/import-config

Link for upload data: https://app.browntape.com/recontool#/data-input

Link to create rule: https://app.browntape.com/recontool#/create-rule

 

 

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