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Account Reconciliation Report
Run an Account Reconciliation Report
- Sign in to the self-service portal.
- From the account's home page, selectReports & Alertsand selectAccount Reconciliation.noteIf you manage multiple accounts, selectAccount Reconciliationlocated within the Reports & Alerts section on the dashboard.
- SelectRun Report.
- SelectLast Year Calendar Month,YTD This Year, orSelect a Date Rangeand enter your own specific date range in the Start Date and End Date fields.
- Select to include a copy of the Customer Guide to the Account Reconciliation Report, which outlines the account reconciliation report format, and selectNext.
- Verify the information on the Submit On-Demand Report page is accurate for the report you are requesting and selectSubmit.
Read an Account Reconciliation Report
- Section 1 will include any payments and credits applied to your account.
- Section 2 will include any invoices charged to your account.
- Section 3 is your balance detail and will include a list of all credits and charges for the designated timeframe.
This article applies to:
- Product: Account management,Westlaw Classic,Westlaw Edge,Westlaw Precision,Westlaw Paralegal,West Publisher,Drafting Assistant,FindLaw,Firm Central
- Subject: Reports