Trust Accounting Q&A: Password Protect PDF Reconciliation Reports

May 2019    Tags: , ,

Our accountant wants to add a password to our reconciliation report PDFs as an additional layer of security. Is it possible to have a password added automatically?

A password can be specified in order to help protect reconciliation report PDFs, and is set up at the bank account level. Passwords are case sensitive and can be up to 20 characters long. Spaces and special characters are allowed.

To specify a password for a bank account’s reconciliation report PDFs

  1. From the File menu, point to Open and select Miscellaneous.
  2. On the Bank Account tab, select the desired Bank Account.
  3. In the Select Options section, select the Use a password to protect PDF reconciliation reports check box, and then enter the desired password.
  4. Press Ctrl+S.

Note: The same password will be used for all reconciliation reports for this bank account created by the Reconciliation program. Changing or removing the password will not affect any existing PDF reconciliation report files.

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