Select the appropriate Fiscal Period, which will be available for the previous month on the 10th of the current month.
Accounts or Supervisors entered on your homepage will save from month to month, so you only need to set up this page once and add in new accounts as you receive them.
Low Risk transactions have an additional review option — VR (Visual Review). VR and DR (Document Review) both mean the same thing: that the line has been reviewed and looks okay.
Document review is only necessary if you do not recognize the transaction and the transaction line is over $75. If you recognize the transaction in the FRC table, you can mark it as DR without reviewing it in Atlas.
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