Pausing a Reconciliation to Complete it Later

Overview

This tutorial will walk you through the steps to perform pause a trust reconciliations in TrustBooks so you can finish it at a later time.

Steps

1. Start on the Dashboard Page, select Reconciliations.

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

The Perform Reconciliation page is displayed.

3. Click the Finish Later button.