Defining Holiday Rules

Holiday Rules are only defined if the reconciliation schedules are affected by company or statutory holidays or if you are working with date tolerance in Transaction Matching and want to use a business calendar instead of a base calendar for matching purposes.

To create holiday rules:

  1. From Home, click Application, then click Configuration, and then select the Organizations tab.
  2. Select the Holiday Rules tab.
  3. Click New (+).
  4. Enter:
    • Holiday Rule ID

      Identifies the record, is mandatory, and must be unique.

    • Name

      Mandatory, can be up to 50 characters, and need not be unique.

    • Year

      The Year attribute behaves as a filter. Users need not select a value, but if they do, then the table should display the dates associated with the year.