Trust Reconciliation Basics
Our How to… series provides up-to-date, practical tips and step-by-step guides to our users on a variety of functions within Actionstep. We develop our How to… series based on queries raised by customers with our support and customer success teams.
This month’s How to…is focused on trust account reconciliations. Check out the useful videos below.
How trust reconciliations work
Learn more about the concept of trust reconciliations and how you can make them work for you.
https://intercom.help/actionstep/en/articles/4639028-trust-reconciliations
How to make an adjustment
Find out how to make an adjustment to a trust reconciliation (and what they are used for). This will highlight what to do when you have a discrepancy between your bank statement and the data within the Actionstep reconciliation.
How to delete a reconciliation to correct an accounting error
Walk through the process of amending and deleting a reconciliation error.
https://intercom.help/actionstep/en/articles/4638352-trust-bank-account-reconciliations
Keep Updated
Throughout the month we release many changes and updates to our software to improve our customer experience.
Stay up to date with these changes by checking out our ‘What’s New’ page in our user guide.
