Reconciliation Dashboard

The Reconciliation Dashboard is a Bullhorn One tool used to compare and reconcile any transaction mismatches between Bullhorn Time & Expense (BTE) and Pay & Bill data in ATS. This tool is a part of the Placement Viewer and is primarily used for troubleshooting discrepancies between the two systems.

For more information on the Placement Viewer itself see Using the Placement Viewer.

Enablement Steps

  1. In BTE, navigate to Maintenance > Administration.

  2. Click Roles.

  3. Choose the Role you want to have access to the Reconciliation Dashboard.

  4. Check Yes next to View Reconciliation Dashboard.

  5. Click Save Role Info.

Contact Support if you do not have access to Roles to enable the Reconciliation Dashboard.

  1. In the BTE Time Management Console (TMC), navigate to Maintenance > Administration.
  2. Click Placement Viewer.
  3. Click the Reconciliation Dashboard button.
  4. Fill out the following information on the Reconciliation Dashboard page:
    • PPED date range or Sync date range: The date range in which discrepancies will be searched for.
    • Exclude Manual / Include Manual: Determines if manual transaction in ATS are included in the discrepancy search or not.
    • All / Only Not Matched: Determines if the results pull in all data or only data that doesn't match between BTE and ATS.
    • Include Empty BTE Timesheets: Checking this will include empty BTE timesheets. Useful for cases where a timecard delete (reopen/reject) did not make it across to ATS.
  5. Click Search.
  6. Results are displayed for review in card and table format for easy comparison between Time & Expense (TE) and Pay & Bill (P&B) data across Pay, Bill, and Approval Status categories.
    • Expense data is color coded.
      • Red: There is a mismatch between systems.
      • Gold / Yellow: The expense is not approved in BTE.
  7. To investigate the discrepancy, you can perform the following actions from the Actions button on each line of the table.
    • View ATS Transaction: Opens the ATS Pay and Bill transactions in a pop up window.
    • Open in Placement Viewer: Opens a popup window of Placement Viewer, with the placement in question already filled in.
    • Recalc: Recalculates the timesheet.
      • You can also select the Recalculate All Discrepancies button at the top of the results to mass recalc all discrepancies shown in the results.
    • Open Timecard: Opens the BTE timesheet in a new window.
  8. Once you've investigated and corrected any applicable discrepancies, you can reset the dashboard by clicking Reset or enter a new date range to search.