Rebuild Accounts Receivable balances

Follow these steps to rebuild Accounts Receivable balances for a client:

Preparation

1. Create a current backup of the Sage Timeslips database.
2. Undo the last bill for the affected client.
3. Delete all unbilled Accounts Receivable transactions for that client.
   
   NOTE:

   Add notes to each transaction for accurate re-entry later.

Rebuild balances

1. Go to File, Data Verification.
2. Select Check Accounts Receivable Balances.
3. Click Select client, then choose the client with the incorrect balance.
4. Select Automatically repair any errors found.
5. Click OK.
6. Click Yes on the Do you want to start rebuilding balances? dialog.
7. Click No on the Do you want to make a backup? dialog.
8. Click Close.

Finalization

• Re-enter the Accounts Receivable transactions deleted earlier

How do I create or restore a Sage Timeslips backup?