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TM: Prevent submission of reconciliation when Suggested Matches have not been cleared — Cloud Customer Connect
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TM: Prevent submission of reconciliation when Suggested Matches have not been cleared

Received Response
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edited Feb 10, 2021 3:47PM in Account Reconciliation 3 comments

Summary

TM: Prevent submission of reconciliation when Suggested Matches have not been cleared

Content

Hi there,

Is there a way to prevent a reconciliation from being submitted if "Suggested Matches" are not cleared - Confirmed or Discarded?

 

Justification

If a user has submitted the rec and later discards the suggested match – it will sit in unmatched which could result in re-opening the rec or throwing error in correct month rec.

 

Thanks

Caroline

Version

21.01.34

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