Reprint a Reconciliation Report

When running your Bank Account Reconciliation, you typically will want to print a reconciliation report before posting your reconciliation. If you miss this step, Shepherd's Staff does offer a way to reprint that report, even after the bank account reconciliation has been posted.

Note: You must have supervisor level access to the Finance module in order to use this utility.

1. In the Finance module, click the "Tools/Settings" tab, click on the radio button for "Reprint a reconciliation report", and then click "Start"
2. The "Reprint a bank statement reconciliation report..." window will appear. In the "Bank account" window, select which bank account you want to reprint a reconciliation report for. Only bank accounts that have had a reconciliation posted on them since updating to version 9.0 of Shepherd's Staff will appear in this field.
3. In the "Bank statement reconciliations for this account" section, click on the bank account reconciliation you want to print the report for.
4. Click "Print". This will bring up a preview of the bank account reconciliation report you selected. Click "Print" on the preview window to print your report.