How do I assign a preparer or reviewer to account(s)?

Short Answer: Select one or more accounts, then use 'Assign preparer' or 'Assign reviewer' from the top action bar, or set Preparer/Reviewer inside the account detail.

PreRequisites

1. You are on the Balance Sheet page

2. Users to assign are available in the dropdowns

Steps

1. In the Balance Sheet select the account(s) by checking the box next to each account.

The top action bar shows '1 account selected' and action buttons.

1. Click 'Assign preparer' or 'Assign reviewer' in the top action bar and choose the user to assign.

Selected preparer/reviewer is applied to the selected account(s).

1. Alternatively, open an account and use the 'Preparer' and 'Reviewer' dropdowns in the account header to assign directly.

Preparer/Reviewer names appear in the account header and in the list columns.

Troubleshooting

1. Assign buttons do not appear or are inactive.

Likely Cause: No accounts are selected.

Action: Select one or more account checkboxes first, then use the top action buttons.

2. Reviewer/Preparer dropdown shows 'Not assigned' and no names.

Likely Cause: No users available in the dropdown for this reconciliation or role restrictions.

Action: Check with your team/admin to confirm which users should be available for assignment.

Note: Assigned names show in the 'Preparer' and 'Reviewer' columns on the Balance Sheet list once applied.