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Previous Bank Reconciliation Reports

Modified on Fri, 2 Jan at 4:21 PM

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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