Reprint a Charge Statement Reconciliation

When running your Charge Statement 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 charge statement 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" under the "Charge statement" section , and then click "Start"
2. The "Reprint a charge statement reconciliation report..." window will appear. In the "Charge account" field, select which charge account you want to reprint a reconciliation report for. 
3. In the "Charge statement reconciliations for this account" section, click on the charge account reconciliation you want to print the report for.
4. Click "Print". This will bring up a preview of the charge account reconciliation report you selected. Click "Print" on the preview window to print your report.