Hi @HeatherB_eCap - Does the "Pull R-Doc" pull the R-Doc forward every single month once it has been clicked on. (Is that what this sentence from the documentation mean) - Pull R-Doc: Pulls the documents forward from the prior period depending on the frequency of reconciliation
Example: A user has prior month R-Docs showing up in the current month but did not click on the Pull R-Doc this month.
The Pull R-Doc button only impacts that particular reconciliation. It doesn't set any sort of flag to continue pulling R-Docs forward in subsequent months. The auto reconciliation process, however, may be pulling R-Docs forward. If you see a pulled forward R-Doc on a reconciliation, I would check to see if there is any auto reconciliation rule on it. If so, that is likely the reason. Hope that helps!