Quick Tip: Three-Way Reconciliation from the TAS Dashboard

March 2020    Tags: , , ,

We’ve added the ability to open the Three-Way Reconciliation Report via the TAS Dashboard! When you update to Version 20.1.7 or later, you can quickly run this report for the bank account’s last reconciliation by clicking the 3-Way Rec link.

Note: The text “No reconciliation history” will be displayed if no reconciliation records exist for the account.

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