Skip to main content
Member
July 8, 2026
Question

Mass Upload / Mass Updates Capability for RCM Account Reconciliation

  • July 8, 2026
  • 0 replies
  • 9 views

I would like to enhance our RCM / Account Reconciliation to support a more flexible and admin-controlled mass data load or mass updates capability using an excel or csv template.

For large organizations, reconciliation information may need to be maintained across many entities, accounts, workflows, and periods. Manually updating records one by one can be time-consuming, especially during close or post-close review.

Useful mass update areas could include reconciliation attributes, required fields, risk/frequency classifications, preparer/approver ownership, due dates, comments, and other reconciliation details.

It would also be helpful for the process to include validation, downloadable error reporting, security controls, and an audit trail of loaded/updated records.

This would improve efficiency, reduce manual effort, and support better control and audit visibility for larger RCM deployments.

Thank you.