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Opening Balance on Bank Account

Software bugs and errors.
michael_ho
Posts:7
Joined:Sat Aug 01, 2020 8:04 pm
Opening Balance on Bank Account

Postby michael_ho » Thu Nov 11, 2021 6:16 pm

Good Afternoon,
I have input an opening balance on my bank account from the 31/03/2020 or 1st April 2020 and followed the steps in the KnowledgeBase https://landlordvision.userecho.com/en/ ... nk-account

However, there is an additional amount showing on LV and the opening balance appears several transactions down the page instead of being the first transaction.

a) How can I sort the list so that it starts with the Opening Balance? and
b) How can I get rid of the amount shown alongside Starting Balance £246.96

Thank you
LV Opening Balance.JPG
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roy
Posts:72
Joined:Tue Aug 23, 2016 11:38 am
Location:United Kingdom

Re: Opening Balance on Bank Account

Postby roy » Fri Nov 12, 2021 10:42 am

Hello Michael

Thank you for contacting support

By far the easiest method is to set your Opening Balance date to be 31/03/2020. This will sort your Opening Balance to the beginning of the list

Kind regards
Roy

michael_ho
Posts:7
Joined:Sat Aug 01, 2020 8:04 pm

Re: Opening Balance on Bank Account

Postby michael_ho » Fri Nov 12, 2021 12:12 pm

Thank you.
A simple solution that has solved my problem, after a few days of pulling out my hair. :D


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