Account Recs - Custom AutoRec Rule

[Pfullam33]

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!

[JackLacava]

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.

[JackLacava]

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!