Your UX is waiting ...interact, engage, explore in Las Vegas at CloudWorld 2023

Learn more
"Copy Transactions" rule on Summary profile — Cloud Customer Connect
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

"Copy Transactions" rule on Summary profile

Received Response
40
Views
9
Comments
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

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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