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Run the Company Data Auditor

The Company Data Auditor is a series of windows that guide you through the process of checking and ensuring the accuracy of the records in your company file. You can use the auditor to:

  • display basic information about the company file, such as the file name, release number, location, lock periods, last backup date, etc.

  • perform maintenance tasks, such as back up your company file and set lock periods

  • display bank and credit card account details, including the current balance and the date when they were last reconciled

  • reconcile your bank and credit card accounts

  • check your transactions for exceptions and audit trail changes.

Watch this series videos to find out what reconciling is and why you should do it regularly. You'll learn how to: