Deleting a Reconciliation
This tutorial will walk you through the steps to print a detailed trust reconciliation in TrustBooks.
- From the Navigation Pane, select RECONCILIATIONS.
- Select View Reconciliations under the RECONCILIATIONS drop-down menu.
- The View Reconciliations page is displayed. Select the blue text of the reconciliation you would like to delete.
- Select the Delete Reconciliation button below the reconciliation summary in the top right of the screen:
- A pop-up warning window is displayed. Click CONFIRM to confirm deleting the reconciliation.