Introduction:

The Reconciled Statements report in SmartOffice provides a comprehensive overview of reconciled statements and associated invoices within a specified date range. Follow the steps below to access this report easily.

Accessing the Reconciled Statements Report:

• Go to the Dashboard:
• Look for the 'Reports' tile on the Dashboard and click the VIEW link.
• Find and click on the 'Reconciled Statements' report option.
• Choose a 'Start Date' and an 'End Date' for the report and click the Search button.

View and Download:

• Once the report is generated, you will see a list of results grouped by month.
• Click on any month to download a CSV file or a PDF copy of the reconciled statements and their associated invoices.

Conclusion:

By following these simplified steps, you can easily access the Reconciled Statements report in SmartOffice. This report enables you to review and download reconciled statements and associated invoices for effective financial management.