Skip to main content

Free License Help Documentation Overview

This documentation covers Lineos Account Reconciliation for Free (Starter) license users.

Free License account is a free-to-use version of Account Reconciliation with a limited set of functionality and minimal onboarding requirements.

Free License account provides core reconciliation functionality for small teams with up to 20 reconciliations per period. It includes the same intuitive interface and workflow capabilities as Enterprise, with the primary difference being how data enters the system. Instead of automatic ERP integration, Free License users manually enter GL account information and GL transactions through the application interface or bulk upload.

Free License account provides access to all core modules:

  • Overview: Provides a real-time snapshot of your reconciliation portfolio, including summary cards, unmatched items, and close timeline for the current period.

    Dashboard: Monitor reconciliation progress with summary cards and progress charts

  • Reconciliations: Complete Account Reconciliation with AI-powered transaction matching

  • Files: Upload and manage supporting documents including bank statements

  • Checklists: Track period-end tasks and close activities

  • Settings: Manage Integrations, Accounts, Users, and system configurations

Free License Account Limitations

Free License account has the following limitations compared to Professional and Enterprise licenses:

  • Manual GL Data Entry: Enter GL Balance and GL Lines manually or through template import.

  • Reconciliation Limit: Maximum of 20 reconciliations per period. If you attempt to enable more than 20 accounts, the system displays a message prompting you to upgrade.

  • No ERP Integration: GL Account data, GL balances, and GL transactions must be entered manually or through bulk upload.

  • Single Currency Only: The legal entity currency and bank account currency (support source) must be the same. Multi-currency reconciliations and exchange rate functionality are not available.

 

Note: To upgrade to Professional or Enterprise license, contact your account representative.

Recently Viewed