Auto-Reconciliation Issue with Online and Counter Transactions — Cloud Customer Connect
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Auto-Reconciliation Issue with Online and Counter Transactions

edited Jul 8, 2025 9:48AM in Receivables & Collections 6 comments

Trying to assist our finance team with an ongoing issue related to the auto-reconciliation for one of their transactions.

The team has tried recreating their reconciliation rules and implementing a date tolerance rule with no success. The counter transactions do auto-rec periodically but the issue occurs when there are online transactions. The counter transactions will only auto-reconcile when there are no online transactions. Otherwise, neither counter or online transactions will auto-reconcile. Appreciate any thoughts.

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