Hello @dougmcbride79 ,
Why do you want to recalculate customer balances? Do you see customer balances that do not foot, or do not match the Aging reports? If you see mismatched numbers on screens or reports, maybe it will help to recalculate.
We do not need to recalculate on any regular basis. I have used the process only a few times in my years of implementing Acumatica. After migrating (importing) historical transactions, with migration mode, etc. the customer balances could be a little off, and in those cases we can recalculate as follows:
- Open the Process “Recalculate Customer Balances.”
- Select one or more customers
- Select period to recalculate
- Click Process.