Change in Eligibility for Auto Submit Reconciliation Rules

Auto Submit Reconciliation rules will be run for a reconciliation if the following conditions are satisfied:

  • The reconciliation is Open with Preparer
  • The reconciliation only has transactions that are carried forward from a prior period (copied forward manually or by copy transactions from prior period rules) or loaded through Data Integration.

This change is also applicable to auto reconciliation methods.

Business Benefit: This feature provides improvements to the process of auto submitting reconciliations when transactions are loaded into reconciliations.

Key Resources