Quick Tip: Reconciliation Reports

July 2020    Tags: , , ,

Did you know that you can easily review past reconciliation reports when needed, right from the software? Both General Ledger (GLS) and Trust Accounting (TAS) store Reconciliation Reports as PDFs for quick review.

To review a past Reconciliation Report

  1. From the Reports menu, select Reconciliation Reports.
  2. Select the report you want to view.
  3. Click Open.

Note: Reconciliation reports are stored in the Reconciliation folder of the Current Working Directory.

Share or Print this Article
No votes yet.
Please wait...


Comments are closed.