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Data Health and Maintenance

Automated Maintenance Tasks

These tasks help recalculate and update data where necessary.

Recalculate Stock Prices & Levels

•Uses stock detail to recalculate values in case multiple changes were made but not fully updated.

      (Although rare, discrepancies can occur.)

•Resets the Image Checkbox column in the Extended Item Lookup form.

•Useful for businesses with web shops to check which items need images before posting online.

Data Quality Checks

These tools help identify and correct potential data inconsistencies.

Debits/Credits Out of Balance Lookup

•Pulls data from the General Ledger to detect any imbalances that may require correction.

Reset GL Summary

•Used after making corrections to the General Ledger within a grid.

Make All Units Visible or Invisible

•Controls unit visibility on invoices. (See Show On Invoice setting.)

Once-Off Fixes (Requires Authorization)

These fixes are permanent and should only be used when necessary. You will need to request a day pass from Smart-IT before applying any of these changes.

•Before proceeding, read the Tax (VAT) Conversions guide.

Convert Stock to VAT

•If your company recently became VAT registered, this adjusts stock values:

oAverage cost & supplier list price will be recalculated as Value ÷ 1.15.

Convert Sales Orders/Quotes to VAT

•Converts all previous quotes and sales orders to include VAT.

Important: These changes are irreversible, so use with caution.