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Should we be running "Recalculate Customer Balances" on a schedule?

  • January 31, 2025
  • 2 replies
  • 111 views
L
Semi-Pro I
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We discovered this process screen from the developer at our VAR; it wasn’t brought up during training.  I don’t have to use it too often, but if I wind up with an invoice that is out of balance it does the trick.  

We currently run some other recalculate screens (like recalculate inventory) weekly--should Recalculate Customer Balances be set to run regularly as well?

Best answer by Kandy Beatty

Hi ​@lairdtim 

I usually suggest that my clients put that and Vendor balances on an automation schedule possibly before you close your periods to ensure that all balances are in line and good to go. 

    Kandy Beatty

    2 replies

    Kandy Beatty
    Captain II
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    • Kandy Beatty
    • Captain II
    • Answer
    • January 31, 2025

    Hi ​@lairdtim 

    I usually suggest that my clients put that and Vendor balances on an automation schedule possibly before you close your periods to ensure that all balances are in line and good to go. 

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
    L
    L
    Semi-Pro I
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    • lairdtim
    • Author
    • Semi-Pro I
    • January 31, 2025

    Thank you!  I’ve set it up for a weekend schedule for now.

    Chris Hackett
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