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 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:

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

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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