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Problem with displayed values in Account Balances

HenrySHenryS Member Posts: 2

I created a new invoice on 29 June. I then recorded a payment but accidentally put a date of 29 July. I picked it up a few days later, deleted the payment and recorded a new one with the correct date. Since 29 July the original payment has been reflecting on the Account Balances page as an overpayment on both Accounts Receivable and the bank account that it was paid to. Going into the detailed view of each of these shows the correct details and balances. How do I get it to display the correct balances on the summary page?

in Accounting Technical Support

Comments

  • CalliePCallieP Member Posts: 439 admin

    Hey @HenryS , thanks for your message! I triggered a data fix on your account, and it showed that your account was in need of this! The reports and accounts should be properly connected within 15-30 minutes, depending on how much data there was to reflow.

    If, after that time the accounts are still off, please let us know and we can go from there!

  • HenrySHenryS Member Posts: 2

    Thank you very much! It looks a lot better now.

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