How to reconcile automatically?

[sven]

Okay @sylvia.debaeremaeker,

That’s my code used for a simple example to you Are you sure that is enough?

Anyway, if you would use my code, then you need to set the type of reconciliation into this:

Because that would put the template automatically on green. If you don’t have this setting, you probably configured it that data needs to be inputted first before reconciling, no?

More info here as well:

CASE: how to create a custom reconciliation template

If you want to add a custom reconciliation template to your firm, you’ll need to add this from firm level (or create it as a text template first on company level, to immediately see the output of your code). Go to Firm level, click Add a reconciliation and then choose New blank template, and you’ll see this: [36] What’s important here, is the following: Handle: use this to give a unique name to your template, so you can reference values from this template in another template. More info o…