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Using Issues

To provide functionality for action items associated with your monthly reconciliation Recon@UVa allows you to flag issues at the expenditure detail level. Issues remains open until they are manually resolved and closed. They are archived in the printable budget report in the month they were created and the month they were resolved. If you only need to document a note (not an action item) you should use the Comment function.

Examples of issues:

  • Missing paperwork, such as needing the signed P-Card statement
  • Expenditure on wrong PTAO

To document issues:

  1. Click on the "yellow flag" icon at the far right of the page.
  2. Enter information explaining the issue (up to 1,000 characters). We recommend that you include the date and your user id.
  3. Click the "Save" button.
  4. The icon on your report will change from a "yellow flag" to a "yield sign." If you do not see the icon update click "refresh" on your browser.

To review or edit issues at the expenditure detail level:

  1. Click on the "yield sign" icon at the far right of the page.
  2. The field can be overwritten so if you want to add to the documentation insert your cursor after the original comment. We recommend that you include the date and your user id if you enter information.
  3. Click the save button.

To review, edit, and resolve issues for a particular month:

  1. From your Welcome page click on the number in the "Issues" column for the month you want to review.
  2. Click "edit" to update the comment information associated with the Issue. We recommend that you update the text with resolution information before you close the Issue. Click "Update" to accept the changes or "Cancel" to not save them.
  3. To resolve the Issue click on "Remove." You will see a pop-up box that asks if you want to delete the Issue and click "ok." It only closes the Issue and the Issue is still available for review on the monthly budget report.

To review, edit, and resolve all issues available to you:

  1. Click on the "Issues" tab on the top menu.
  2. Make sure that the information in the "Search Options" area is clear so that you can see all Issues. Or use the "Search Options" area to filter for specific Issues. Click "Refresh" to revise the list of Issues presented.
  3. Click "edit" to update the comment information associated with the Issue. We recommend that you update the text with resolution information before you close the Issue. Click "Update" to accept the changes or "Cancel" to not save them.
  4. To resolve the Issue click on "Remove." You will see a pop-up box that asks if you want to delete the Issue and click "ok." It only closes the Issue and the Issue is still available for review on the monthly budget report.

For additional information about comments please refer to the Frequently Asked Questions Topic Comments, Outstanding Issues and Reconciling Items.