This section allows a Trust Accountant user to view and download previous bank reconciliation reports generated in Cirrus8 by a chosen date.
To do this, follow the below steps:
- Go to Bank Reconciliation > Old Bank Reconciliation Reports
- Select the Report Option -
- View Balanced Files Only - select this option to view only bank reconciliation report that have been balanced
- View All Files - select this option to view all bank reconciliation reports previously generated
- Files From - select a date period to filter the bank reconciliation report results to a specific period
- Click Download next to the relevant bank reconciliation report results
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