Help centre · Accounts
How does Insurance → Reconcile match premiums to the books?
Open this screen in Saral/accounts/insurance?tab=reconcile
Reconcile reads every journal line on a GL account or a contact (insurer, broker, premium-finance) that you have tagged as insurance on the Reconcile tab itself, ties each to a term, and compares each term's expected premium with what the books show it was charged. Money out with no policy behind it is listed, not absorbed. Tag the accounts and contacts first or the tab has nothing to read.
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