Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
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

Is there any alternative way to add preparer/ reviewer in TM if user does any confirm adjust match?

edited May 23, 2024 8:56AM in Account Reconciliation 4 comments

Summary:

Current ARCS setup does not have the functionality to add any reviewer to the transaction matching only method. We have requirement that if any user attempt to confirm adjust it has to be approved by reviewer.

Content (please ensure you mask any confidential information
We are loading transactions using the transaction-only method. Our goal is to ensure that whenever users attempt to confirm adjust from the unmatched transactions tab, we can create a mechanism to notify reviewers/viewers. Confirm adjust should only be allowed if the reviewers/viewers approve these transactions. Additionally, we need to address this requirement on a daily basis.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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