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Freeagent Bank Reconcilation Report

FreeAgent has implemented a new tool to help accountants match client bank balances with the amounts listed on their statements.

You can find the Bank Reconciliation report under Reports in your Practice Dashboard when you switch to a client's account, and it is found by going into Accounting.

Once you’ve entered the closing balance on your client’s bank statement for a given date period, the report will show totals for transactions that went into and out of their account during that time.



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