Ad Hoc Reports - Building an Extract Reconciliation Report

DATABASICS Ad Hoc Reporting-Building and Extract Reconciliation Report

November 26, 2024

Exporting data from DATABASICS to your accounting, remittance, ACH payment, or other systems is seamless. To ensure consistency across all systems, reconciliation reports can be easily created using DATABASICS' ad hoc reporting. These reports allow you to visualize and verify that all amounts align accurately.

In this webinar, you’ll learn the simple steps to build two key reconciliation reports:

Detail-Level Reconciliation: Breaks down exported data into individual line items.
Summary-Level Reconciliation: Verifies that total sums are accurate.

This streamlined process ensures your data is precise and aligned across systems.