Several Questions
Summary Reconciliations - I can't seem to create these profiles. Every time I try to create them I get an invalid profile. I reviewed the screenshots in the Advanced Team Training Powerpoint but it still doesn't work. Anyone else having this issue ? Any workarounds to creating these profiles ?
Flagged transactions - You can flag these items for "need attention" in one period but when you copy to the following period they don't retain the flag. Is that how they are supposed to work ?