Clarification on why the customer statement differs from their dashboard, as there is a discrepancy between the customer statement in reports and the data in the dashboard due to incorrect allocation of financial transactions.
- Check the allocation of all vouchers and credit notes on customer invoices.
- Ensure all financial transactions are linked to their respective invoices.
- If there are unallocated transactions, there will be a discrepancy between the account statement and the dashboard.
Additional Notes
- If the problem persists after allocating all transactions, you can contact technical support for further verification.
Common Questions:
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There’s a difference between the customer statement and what appears in the dashboard, can you explain the reason?
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Why is the amount in the customer statement different from the amount shown in the dashboard?
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I have vouchers recorded but they don’t reflect on the customer’s invoices in the dashboard, is something missing?
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Do I need to allocate all customer vouchers to invoices for the data to display correctly?
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What’s the reason that the customer statement shows one amount and the dashboard shows a different amount?
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How do I ensure all transactions are correctly linked to the invoices?
