DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Balance discrepancy between Bank Account and Summary


#1

I have been using this software constantly for some time with little or no issues. However, very recently, I started to create invoices for all jobs in my business using the software. I presently have 2 invoices which have been paid for. I noticed though that their balances are showing up on the Summary section, but not in the Bank Accounts section.

Why could this be please?


#2

Perhaps your Summary tab is set to historical period. Newer versions display warning if that’s the case since it’s common to get confused about this.