Printing a Three Way Trust Reconciliation
Overview:
This tutorial will walk you through the steps to print a three-way trust reconciliation in TrustBooks.
Steps:
- From the Navigation Pane, select RECONCILIATIONS.
- Select View Reconciliations under the Reconciliations drop-down menu.
3. This will open View Reconciliations page. Select the Three Way Reconciliation Report (blue text) you would like to print.
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- The Downloads box will pop-up on your screen showing the reconciliation as a pdf. Click Open File on the pdf to view it.
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The pdf of the Three Way Reconciliation report will open in a new window:
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- Print your PDF to your printer. This step to print could vary depending on the printing software being used.