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"Copy Transactions" rule on Summary profile

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edited Jun 30, 2020 10:47PM in Account Reconciliation 9 comments

Summary

"Copy Transactions" rule on Summary profile

Content

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

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