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My customer wants warnings with escalation when enddate is near

edited Sep 18, 2025 4:22PM in Account Reconciliation 3 comments

Summary:

All reconciliations without matching has an enddate of fx 10th of October. Warnings should be send to preparer 10 days before and preparer + reviewer 5 days before enddate.

The warning should be one message (email) with a list of reconciliations waiting on each preparer.

Content (please ensure you mask any confidential information):

The warning should contain a list of all reconciliations aproaching enddate within 5 days. The warning should repeat once a day on a defined time.

Version (include the version you are using, if applicable):

We are using latest Cloud version

Code Snippet (add any code snippets that support your topic, if applicable):

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