Is there a way to automate the download of Balance Summary Report for Transaction Matching ? — Cloud Customer Connect
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Is there a way to automate the download of Balance Summary Report for Transaction Matching ?

in Account Reconciliation 1 comment

Summary:

The requirement is to automate the download of the "Balance Summary Report" of the Transaction Matching > Matching tab > for each Account ID as on Day 1 of a month for the previous month.

Content (please ensure you mask any confidential information):

If there is no direct way to download the report, is there a way to develop a custom report that will give me the same view?

Version (include the version you are using, if applicable):

NA


Code Snippet (add any code snippets that support your topic, if applicable):

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