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Auto Copy Balance Explanations — Cloud Customer Connect
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Auto Copy Balance Explanations

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edited Feb 26, 2020 4:57PM in Account Reconciliation 2 comments

Summary

Auto Copy Balance Explanations in a custom auto-close rule

Content

Hi there,

Wondering if there is an option in ARCS to automatically copy over all the Balance Explanations from prior period. I know users can do it on their own but assuming they missed do it. Also, the profile I'm checking is an "Account Analysis" type and doesn't have "No Activity" auto close condition setup. Could someone help me with ideas?

-Viki

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