Pausing a Reconciliation to Complete Later


This tutorial will walk you through the steps to pause a trust reconciliation in TrustBooks, saving the work you have done so far, so you can finish it at a later time.


  1. From the Navigation Pane, select RECONCILIATIONS.

  1. Select Perform Reconciliation Under the RECONCILIATIONS drop-down menu.

  1. The Create Reconciliation page is displayed. Click the Save For Later button.