This utility is a balance correction utility and is used to double-check the outstanding transactions and unbilled time slips against the quick view balances stored in the client master file record. Below are a
few suggestions when this feature could be used to help correct any anomalies within your data. You should update client balances:
- At least monthly, more frequently when first using ImagineTime
- Before or after a billing session
- Before running reconciliation reports or using the quick write-off screen
- If fields on the billing dashboard screen are null or empty
- If you have been doing manual entries and the account balance doesn't reflect recent changes
To run this utility, go to Setup/Utilities>Update Client Balances.
If you need additional assistance, then please create a support ticket so that we can contact you directly.