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Copy Transaction from Previous Period Reconciliation for ALL reconciliation — Cloud Customer Connect
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Copy Transaction from Previous Period Reconciliation for ALL reconciliation

Received Response
edited Oct 30, 2018 1:40AM in Account Reconciliation 1 comment


Hi -

Is there a functionality in ARCS (Reconciliation Compliance) wherein you can copy the transaction from previous reconciliation for ALL reconciliation? Or is there a functionality that automatically carry forward a transaction in an adjustment from previous reconciliation to the current (period) reconciliation?

The purpose why i am looking for this kind of functionality is so that a preparer doesn't have to get inside a specific reconciliation one by one just to copy the transaction from the previous reconciliation.

Say for example there are many reconciliations where in, i need to copy the transaction from prior reconciliation, it might be a time consuming if i will have to click each reconciliation and perform the copying.

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