Reconciliation of Accounts on a Case-by-Case Basis

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It is easy to get the financial data for a specific SchemeServe Case in order to verify transactions against it.

  1. Log In to SchemeServe
  2. Click on the Cases Tab
  3. Find and Open the Case
  4. Click the Money Tab – any transactions on the account are shown here
  5. Click the Export Transactions Link to export these as a .CSV (Comma Separated Variable) File
  6. Click OK to Save the File to Your Computer

Video Tutorial

See Also:

Accounting with SchemeServe

Reconciling SchemeServe with Your In-House Accounting Software

Generating Invoices, Thank-You Notes and Chase-Letters/E-mails