Digitally Sign Reconciliation as Reviewer


This tutorial will walk you through the steps to digitally sign off on reconciliations in TrustBooks as the Reviewer.


  1. From the Navigation Pane select View Reconciliations from the Reconciliations drop-down:

  1. Select the Blue Text of the reconciliation you would like to sign off as Reviewer:

  1. The Reconciliation Details screen will display. Select the green Mark As Reviewed button to sign off as the Reviewer on the reconciliation:

Then click Confirm on the pop-up warning asking if you are sure you want to mark the reconciliation as reviewed:

The name of the User that signed off as Reviewer will now appear on both the View Reconciliations and Reconciliation Details screens for the reviewed reconciliation: