Automatically generate client account reconciliation report when posting - configuration option

Owned by Fiona Wilson, created
Last updated: Jul 15, 2022
1 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

A configuration option is available which automatically generates the client account reconciliation report when posting the bank reconciliation

The format of the report generated is set-up as part of the configuration too, see below for options

To enable this configuration option, click here to contact Reapit Support

From Bank Reconciliation:

  • Click Post

  • The Client Account Reconciliation report will automatically launch

The format of the report can be set to launch as an Excel Breakdown or as a non-editable Summary or Detailed format (as set-up in configuration)