Cash Account balance not updating on My Dashboard or Business Status window

Summary

In Sage 50 Accounting, the Cash Account balance on My Dashboard or Business Status doesn't update.

Cause

  • The dashboard needs to be refreshed
  • Checks posted to the wrong account

 

Resolution

  1. Click the Refresh button at the top of the window. If the balance doesn't update, proceed to the next step.
  2. Pull up one of the checks that’s missing from the balance.
  3. Change the Cash Account to the correct account.
  4. Click Save.
  5. Repeat steps 2-5 for each check that’s missing from the balance.
  6. The balance will be correct after posting all checks to the correct account.

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Solution Properties

Solution ID
224924650065936
Last Modified Date
Mon Nov 21 17:55:39 UTC 2022
Views
0