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Copy Balance Explanations

Accepted answer
edited Jul 9, 2021 6:12AM in Account Reconciliation 10 comments


Hi everyone

I am looking for a design suggestion - users have a requirement to copy balance explanations to new recons from prior recons only if the prior recon's status is Closed (i.e. its fully reviewed). Currently, I have setup the format to copy the recons based on the close date condition specified by the user when creating the transaction. Could you please suggest how to achieve this or highlight a workaround?



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