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Let's see what's going on, qristy.
Based on the details you've provided, there's a possibility that some of the items were updated, but did not affect the historical transactions. To correct this, you'll need to toggle the expense account. Here's how:
If you're unsure of what items to update, you can click the amount on the report. This will open a Transaction Detail report where you can see the transactions. From there, you can click the transaction and you'll see what are these items.
With that, you can follow the steps I've provided above to update the historical data.
Let me know how this goes so we can further assist you. Additional details such as the report name and other screenshots would be much appreciated.
Let's see what's going on, qristy.
Based on the details you've provided, there's a possibility that some of the items were updated, but did not affect the historical transactions. To correct this, you'll need to toggle the expense account. Here's how:
If you're unsure of what items to update, you can click the amount on the report. This will open a Transaction Detail report where you can see the transactions. From there, you can click the transaction and you'll see what are these items.
With that, you can follow the steps I've provided above to update the historical data.
Let me know how this goes so we can further assist you. Additional details such as the report name and other screenshots would be much appreciated.
Thank you for the suggestion. The toggling is the only way to get the "Update Historical Transactions" box to appear. Worked great. Thank you, qristy
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