"Copy Transactions" rule on Summary profile
Summary
"Copy Transactions" rule on Summary profileContent
I am using "Copy Transactions" rules for all formats. The rules are working and transactions are copying into reconciliations for all scenarios with one exception. For a summary reconciliation, transactions entered on the prior month's summary reconciliation are not copying into the new month's summary reconciliation. Is there any reason why a "Copy Transactions" rule won't work with a summary reconciliation?
Version
20.06.82
Tagged:
1