One of the user-facing utilities in Actionstep Legal Accounting is Cash Validate. This utility can be performed safely by users with access anytime of the day to refresh and validate the database, particularly, balances.
To do this:
- Go to Dashboard > Cash Flow tab and click the Validate button.
NOTE: If the tab is not available, it's due to security settings. Please consult with your Admin. - Click "Yes" on the prompt to have the system recalculate the balances.
- Wait for the completed pop-up to show.
- Click the Refresh button.
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