Configuration options (reconciliation)

Automatically save client account reconciliation report - configuration option

Configuration option which ensures that when the client account reconciliation report is generated, a copy of it is automatically saved

Automatically generate client account reconciliation report when posting - configuration option

Configuration option which automatically generates the client account reconciliation report when posting the bank reconciliation

Restrict access to Client/Trust Account Reconciliation (& accounts reports) - configuration options

Configuration options are available which can prevent a user from accessing Client/Trust Account Reconciliation, Sales Trust Accounts Reconciliation, Reporting and Analysis and Landlord Tax options

Password protected client account reconciliation report - configuration option

Configuration option which allows the Client/Trust Account Reconciliation Excel report to be generated in read-only format