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. Start on the Dashboard Page, select RECONCILIATIONS.

2. Under the RECONCILIATIONS drop-down menu, click on Perform Reconciliation.

The Perform Reconciliation page is displayed.

3. Click the Finish Later button.