Previously the balance history of a client or supplier could show multiple rows for the same operation. This made it look as if the balance was duplicated or several amounts were applied at the same time.
Now, the history shows one row per financial operation (document) with its total impact on the balance. This removes duplicates and makes the list easier to understand. The balance itself and all calculations remain unchanged — only the display has been updated.
Important:
An order/ticket/job and its payment are shown separately, as they are different documents.
The changes apply not only to future operations but also to the entire balance history in your account.
This balance display reflects financial operations only, without the history of changes to those operations (which is available in the event log), and better aligns with accounting, financial, and management accounting standards.
If you have any questions or feedback about this update, please contact us via the Support chat.