You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Enforce a preparer comment

edited Feb 5, 2019 8:29AM in Account Reconciliation 3 comments

Summary

Require a preparer comment on reconciliation re-submission

Content

Is it possible to force a preparer to add a comment to a previously rejected reconciliation i.e.

(1) Preparer submits reconciliation for approval (2) Reviewer rejects the reconciliation with reason (3) The preparer in resubmitting the reconciliation with the required detail must provide a comment

I initially created a rule that prevents re-submission where rejection count >0 and comment count = 0 however this fails where either the preparer or the reviewer have previously posted a comment.

Is there any other rule logic or functionality that would assist in producing the desired result?

Version

Product Version 19.02.79

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!