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Limiting Users Ability to Update Transactions — Cloud Customer Connect
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Limiting Users Ability to Update Transactions

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edited May 14, 2021 5:18PM in Account Reconciliation

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My client has recently said that since ARCS doesn't track changes made to a Balance Explanation or Adjustment (no audit trail), they want to limit the Preparer from being able to update the FX converted amount by no more than $10.  For instance, they are using all three currency buckets and are reconciling in about 30+ currencies.  They don't like the fact that the Preparer can just change amounts in each currency bucket on the Transaction at will.  I told them that this is standard functionality but they want to limit users from just truing up amounts to make the

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