Bank Account Reconciliation Document Status

Modified on Fri, Feb 7 at 3:00 AM

Business Value

Users were experiencing an issue where document status was set to Blank on a new Bank Account Reconciliations. The user had to Refresh Status in order to post.

Feature Details

Resolved the issue of a blank document status on Bank Account Reconciliations. Now when a new bank reconciliation document is created, the document status will default to Valid or Send For Approval.


If a document approval rule exists for bank reconciliation, the status will get set to Send for Approval.

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