Is there a way to have ARCS rules run on quarters only?
I have the following request to setup rules that would run on a quarter only as follows? Does anyone know if this is possible?
2. Zero net activity, non-zero balance – we need to have such reconciliations with us to be checked quarterly: |
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a. If it’s quarter end, please set up normal process flow, i.e. Open → Open with preparer → Open with reviewer →Closed |
b. If it’s not quarter end, please set up auto-reconciliation on both Preparer and Reviewer’s levels, i.e. Open → Rule execution submission → Rule execution approval → Closed |
Thanks,
Ryan Donovan
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