Portfolio Reconciliation Presentation
Presented at the 2023 LTi User Conference
See attached document for complete information.
Agenda:
- Portfolio Reconciliation Tips and Tricks
- Configuration That Impacts Reporting
- GL Interfaces
- Accounting Methods
- Reports That Tie to GL Exports
- General Ledger Reporting
- GL Transaction History
- Reports That Reconcile to the GL
- Income Tax Reconciliation
- Questions
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