FCS Ideas

Account level macros (preparer)

As a preparer, I want to configure macros, which I can create and attach to a recon account to help me automate some work.

 

For example,

   if balance not matching, send email to abc@xyz.com with template T1

   if balance not matching & difference >X, assign to <senior_resource_name>

  • Asim Farooqi
  • Sep 14 2018
  • Planned
  • Attach files