Reconciliation report

Use a Reconciliation report for:
  • A summary of your firm’s work-in-process, billings, and accounts receivable.
  • An overview of the transfer of your firm’s work over a period.
  • Verification that reports balance.

View and print the report

Select
File
,
Print Reports
, a report under
Reconciliation
in the available reports pane, then
Select
.

Included in the report

Reconciliation reports include the following:
  • Client Investment Analysis
  • Period Reconciliation