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CI_RWise's avatar
CI_RWise
New Contributor
3 days ago
Solved

Account Reconcillations (RCM) Excluding an Import from Actuals

Hi All, I am currently setting up account reconcillations manager (RCM) and import both YTD GL data and Periodic Flow data in the actual scenario. I want to bring in just the YTD GL data into RCM, b...
Admin
Finance
System
  • BenEppel's avatar
    BenEppel
    2 days ago

    You could move the Import Flow Data step under a new workflow profile. The "Can Load Unrelated Entities" setting would need to True since the entities are already assigned to the current profile. 

CI_RWise's avatar
CI_RWise
New Contributor
2 days ago

The actuals workflow where all of my entities are assigned and where I need to put RCM has Import Flow Data under the profile. Any way to exclude this import?

 

 

BenEppel's avatar
BenEppel
New Contributor III
2 days ago

You could move the Import Flow Data step under a new workflow profile. The "Can Load Unrelated Entities" setting would need to True since the entities are already assigned to the current profile.