Dec 16, 2022

Our frequently used Reconcile Report has a new name and is even easier to use. We’ve renamed it to the more appropriate Settlements Report. It also has a new home, under Administration > Contributions > Settlements. You will no longer need to remember to check the box for “Use batch dates” before you run the report. Just enter your Date Range and proceed as usual.

Note: The Reconcile Report accessed from the Transaction Log under Other Reports will be removed in the near future, so please access it from the new location under Contributions going forward.

See the Contributions – The Basics and Settlements Report help articles for more information.