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View Comments by Transaction in Unmatched Transactions Screen

edited Mar 12, 2020 1:40PM in Account Reconciliation


Comments on Unmatched Transactions


Our client currently has a requirement to capture a history of all comments associated with individual unmatched transactions within transaction matching - to do so we created a custom attribute in the data source called "Comment" which was text entry. We are limited by this because:

  1. The text entry is limited to 300 characters and would not really provide a "trail" of the history
  2. Users adding comments are not the prepares for the reconciliation, therefore, they cannot edit the comment attribute (they have the commentator role). 

As a workaround we are using the "Supported Transactions" comments field to capture the history of all comments. Is there any way to use a calculated attribute to copy the most recent comment on the "support transactions" tab into the Comment attribute in the unmatched transactions tab. Use case is, client would like to see the most recent comment when looking at unmatched transactions, and not have to click into a separate screen. 


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