Bank balance does not agree with Dashboard

Problem reported by Stanley Nykamp 5 years ago

Bank balance does not agree with Dashboard when having corrected the amount to the correct bank. ie initially posted to incorrect bank then by editing the posted entry to the correct bank.

3 Replies

Hi Stanley,

Would you mind sending in some more details of the transaction that was edited and the name of your account in to help@clearbooks.co.uk please? I can then investigate further for you.

Kind Regards,

Natasha

Hi Natasha

No problem - I have found the answer. CB's sync to the dashboard sometimes takes time - it now has corrected itself. Thanks for the prompt response.

Stanley

Hi Stanley,

Yes, the dashboard widgets can sometimes take a short time to update any changes made. I'm glad to hear it is now all showing correctly. If you have any further issues, please do get in touch.

Enjoy your Sunday.

All the best,

Natasha

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