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
.tip
If you get an SQL Server error with invalid column name messages when you print a report, press and hold the
Shift
key to select the report. This will clear any filters. Included in the report
Reconciliation reports include the following:
- Client Investment Analysis
- Period Reconciliation
