Speedtype Reconciliation Approval

1. E-mail Notification:

When a reconciliation is complete an auto-notification will be sent to the approvers from the bopfin@louisville.edu e-mail address. This e-mail address cannot be replied to. Please send questions to businessops@louisville.edu.
Click the link embedded in the e-mail.

2. OnBase:

Log in to OnBase using your university user ID and password.
The link embedded in the e-mail will direct the approver to the reconciliation approval queue by speedtype in OnBase.
If it is preferred not to use the e-mail link the web address for OnBase is
If the link is not used the navigation is found below:
1. Main Menu
2. Open Workflow
3. Click Life Cycle View
4. BOP-Monthly Reconciliation
5. Reconciliations needing approval will be in the Inbox (if the Inbox is empty see number 4 below)

3. Reconciliation Review and Approval:

Each speedtype will have one record in OnBase for the entire fiscal year.
Scroll down to the month being reviewed.
Review the statement by clicking on the attachment for the month being reviewed.
Select “Approved” or “Not Approved”.
If “Not Approved” is selected list the reason why in the Not Approved Reason box beginning with the date and the initials of the person who is not approving the reconciliation.
If the financial statement is approved click the “Submit” task button.
If the financial statement is not approved click the “Return for Corrections” task button.
Once the approval has been done in OnBase the speedtype record will no longer be visible to the approver in the approval queue inbox.
If an approver has approved, but still has the reconciliation in their inbox then the Submit button should be clicked.
The reconciliation is still available in document retrieval.

4. Document Retrieval:

If the e-mail link is used and there is nothing in the Inbox then another approver has already approved the reconciliation.
Reconciliations are always available in Document Retrieval.
Log in to OnBase.
Click on the Main Menu button.
Select Document Retrieval.
Select BOP Monthly Reconciliation (Unity)
Enter the keyword to search on i.e. speedtype, department number etc…
The asterisk key * is a wildcard in OnBase retrieval.