Question on adding auto-certification rules and still being able to add support — Cloud Customer Connect
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Question on adding auto-certification rules and still being able to add support

Summary:

We would like to add auto-certification rules to our balance comparison format reconciliations, but still be able to upload subledger reports as support.

Content (please ensure you mask any confidential information):

We are using the balance comparison format on reconciliations where we have subledger balances being loaded. Users are attaching subledger reports to the reconciliations as support, which is something the users/managers like and the auditors have found helpful. We would like to add in auto-certification rules, but are concerned with not having the ability to add the support. I know that preparers can upload support to the comments section of closed account recs, but that adds some other issues to the mix (not being able to remove/delete files, users having to remember to go do this when

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