Contact Support
FAQ
Overview:
This is an article that contains information from our How To... series on "Trust Account Reconciliations"
How Trust Reconciliations work:
Learn more about the concept of trust reconciliations and how you can make them work for you.
How to Make an Adjustment:
Find out how to make an adjustment and what they are used for. This will highlight to you what to do when you have a discrepancy between your bank statement and what shows in the Actionstep reconciliation.
How Adjustments affect your next trust bank reconciliation.
How to Delete a Reconciliation to Correct an Accounting Error:
This will detail the process of amending and deleting a reconciliation error.