Make sure client loaded data in YTD
Ensure the data that you want reconciled is loaded to stage
Ensure that you ask who’s responsible for what tasks to ensure that license requirements are going to be met
How is external data loaded (balance sheet data)?
Typically, Account Reconciliations is an additional MarketPlace Solution
You may need to build a majority of your consolidations application in order to fully utilize Account Reconciliations
Normally it makes sense to build the Consolidations application prior to implementing Account Reconciliations
Source: Office Hours 2019-10-04
