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What's New - July 22, 2024
Cross-office access on interoffice reconciliation report
What is it?
The Interoffice Reconciliation Report has been updated so the user can see both sides of inter-company transactions related to a selected office. Let's say a user runs the report to pull all interoffice transactions for Office A. The report will include the transactions for Office A and all other records related to Office A, even if the user does not have direct access to those other offices.
Why does it matter?
This provides the user a holistic view of interoffice transactions that impact a specific office, without needing access to the other offices.
How does it work?
Navigate to Inter-Office Reconciliation Report and choose Inter-Office Reconciliation Report from the list of Transaction Reports. Click here to learn more.