Viewing Value Reconciliation Information for an Account

Complete the following procedure to view the value reconciliation information for an account.

To view the value reconciliation information for an account

1. Tap Side Menu and then tap Invoices to display the following:

   • The Invoice list and details in main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Invoice Number field to open that invoice.

   All details for the selected invoice appear in the main pane.

3. Tap the down arrow next to Value Reconciliation in the main pane.

   Review the figures on the Value Reconciliation report that appears.