End of Month Reporting in 1 step

1. At the time of completing trust bank reconciliation

2. Manually at any time once reconciliation is complete

At the time of completing trust bank reconciliation

With Smokeball Billing you have the ability to generate end of month reports quickly and easily at the time of completing your trust bank reconcilation as follows:

After selecting Reconcile from your trust bank reconcilation, you will receive the following prompt. Check the box Run end of Month Reporting then click Complete.

Your End of Month Report will now be found in the End of Month tab in the Accounts section

2. Manually at any time once reconciliation is complete

Once a reconciliation has been completed for a full month (must include the last day of the month), you can visit the End of Month Tab (see image above) and select Run End of Month.

If you require any further assistance please contact us

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