Reconciliation Matrix
// witches & weirdos bookkeeping
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Map your tables
// tell us which table is which
Clients Table
Table
Active/Archived column name
Accounts Table
Table
Year-End Only column name (checkbox)
Reconciliations Table
Table
Month column name
Month Order column name (e.g. 202505)
Rec Status column name
Client column name (in Recs table)
Account column name (in Recs table)
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Reconciliation Matrix
rolling 12 months · active clients · excluding year-end only accounts
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