09-22-2022 05:44 PM
Hi OS Community,
Has anyone implemented a custom AutoRec rule using an XFBR Complete Rule? There is a current use case for AutoRec that we are not able to address with the OS AutoRec qualifiers and expressions. The goal of this AutoRec rule is to auto-certify reconciliations that meet the following criteria “Zero balance or (No activity and prior period status = Approved or Auto Rec)”.
Any thoughts/comments are greatly appreciated!
09-26-2022 09:22 AM
I'm not super-familiar with AccRec so I'm trying to find an answer for you. If you're in a rush, though, consider opening a Support ticket.
09-27-2022 04:31 AM
I've reached out to our AccRec folks and they say this is possible through a custom business rule. You can open a support ticket and they should be able to pass you to the remote-consulting folks who can do it.
Hope that helps!