Can transactions be carried forward automatically? Can reconciliations just look at USD amounts?
We have 2 questions:
(1) In ARM, is there a way for a transaction to automatically carry forward from one month to the next?
For example, a transaction is created in June 2014 period. July 2014 period comes around and it automatically rolls to July 2014.
We know transaction can be copied from a prior reconciliation, but we are looking for a way for it to be carried forward automatically.
(2) In ARM, is there a way to just look at USD amounts? We are transitioning from another reconciliation system to ARM.
In our previous system, a reconciliation is considered reconcilied if unexplained difference in USD is 0.