Selecting a charge to reconcile is the first step in categorizing the charge (as a business expense, for example), and assigning it to the appropriate order or expense report.

1. Review the charges:
   • To view details about a charge, click the merchant name.
   • To search for a charge, click Search to display search fields, enter search text, and click Search again. The search results appear in the lower half of the screen.
   • To assign a charge to a category, click the charge's check box.
2. Click Next to continue with the reconciliation, or Exit to return to the previous screen.