Balances You Can Trust

The most important pre-go-live check: open your top charge accounts, confirm the balance, term, credit limit, and tax status came over right, and flag anything off for your guide.

What to check on each account

Balance & aging

Total outstanding matches what they owe. Aged by due date, not invoice date.

Balance tab

Term & credit limit

Term matches what's in writing. The limit is a hard stop at the register.

Settings → Financing

Tax-exempt

Exempt accounts point at a custom 0% rate, not a checkbox.

Settings → Tax exemptions

Spot-check in 4 taps

Open Customers, sort by Sales YTD, open a top charge account.
On the Balance tab, confirm the total outstanding.
On Settings → Financing, check the finance term and credit limit.
On Settings → Tax exemptions, confirm the exempt rate.

Red flags to watch

A blank or too-low credit limit

A balance that's off, or none where you expected a tab (check the finance term). Note it, don't fix it.

Catch, don't fix: flag anything off in the Ask a question box under this video. Name the account and what's wrong. Your guide fixes it in your old system so it re-syncs clean the night before go-live.

Expect low totals: preview numbers like Sales YTD look low right now. The full history lands with your final data sync.

Catch it now, and go-live morning takes care of itself. · rundocs.com