Check set of accounts

You can easily review whether the set of accounts is accurate before presenting to your clients.

  • Accounts preview > Check set of accounts > Review warnings.

In the warning message, click the links to take you to the correct part of the program to make any necessary changes.

You can click Hide to dismiss the messages and continue processing your accounts. Warnings do not prevent you from continuing with work on the set of accounts and will not be present on any sets of accounts exported to PDF.

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