Just noticed that these two numbers don’t match. I assume they’re supposed to? When I click on the “104.98”, it shows a list of unpaid invoices for that month, but on the list, the total isn’t 104.98, its 139.98
Obviously, this figure of £104.98 represents your month-end debtors. I have just checked my end November position and I have a balance. When I click it, it goes straight to Invoices but, unlike you, my number of items found and total amount does in fact tally with the monthly balance at a glance part on the dashboard! No consolation perhaps, but not sure why you are getting the difference…is it definately the Oct14 month-end figure? Do you have any debtors as at end November?
They are definitely my last 2 invoices outstanding for October.
The November balance is correct, just not October
Is this your CRM test account? I’ve taken a look but the figures are entirely different there?
How odd. No, it’s my main account (6131415012). I’ll send you a PM with an actual screenshot of it all now.
The numbers you mentioned wouldn’t necessarily match.
The £104.98 indicates that from all invoices issued in October 2014 the unpaid balance from those invoices is £104.98.
The £139.98 figure just shows the total of all invoices for that same period. I would expect one of those 2 invoices is paid or part paid?
Neither of the invoices have been paid, either partly or full. Both are still fully outstanding (unfortunately!)
It doesn’t make a difference to me in all honesty, but thought I’d point it out
We found a particular scenario within which credit notes were incorrectly adjusting the monthly balance, it looks like this was introduced following a recent update.
@Parker1090 we’ve now corrected this issue on the live system, please let me know if there are any further problems with the dashboard table calculations.
Spot on. Thank you 