Auto Certify while also using Balance Explanation Rule
Summary:
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Hi
We are using the auto reconciliation rule "no activity" on many of our manual reconciliations and as such hoping to auto certify all the accounts that are unchanged from period to period such as shares, equity, pension accounts and such.
Unfortunately we are seeing that even the accounts that should certify are not. We have investigated and have found that a format rule we have placed on all formats to automatically roll forward transactions "Copy Transactions from Prior Period" seems to be the reason.
So the question is:
• Is it possible to have a reconciliation with a balance Auto Certified with the rule "No activity" and also have a rule on the format to "Copy Transactions from Prior Period".