Experienced users use the advanced Reconcile Charges screen to perform all the steps necessary to locate unassigned charges and assign them to a category or an order.

1. Review unassigned charges:
• To review charge details, click a Merchant Name.
• To display other pages of charges, click a page number or the forward or backward arrows.
• To locate a specific set of charges, click Search.
• To search for charges based on specific criteria, such as order ID or receipt status, click Advanced to set search filters and then click Search to display results. To reset search filters, click Reset. To hide the search filters again, click Back to basic search.
2. Click one or more check boxes to select charges to assign.
3. Select a category to which to assign the selected charges and then click Assign, or click Exit to return to the previous screen without assigning charges.