Reconciliation reports

Alerts and notices

Reconciliation reports provide summaries of your firm’s work-in-process, billings, and accounts receivable, and enable you to see the flow of your firm’s work over a specified period. These reports can serve as a check to verify that reports balance.

To view and print a Reconciliation report, choose File > Print Reports. In the Print Reports screen, click one of the reports under Reconciliation in the available reports pane and then click the Select button.

Reconciliation reports include the following:

If you encounter an SQL Server error with several “invalid column name” messages when you attempt to print a report, you may need to clear any applied filters before selecting the report.

To do this, hold down the SHIFT key as you select the report.