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.
- From the Navigation Pane, select RECONCILIATIONS.
- Select Perform Reconciliation Under the RECONCILIATIONS drop-down menu.
- The Create Reconciliation page is displayed. Click the Save For Later button.