System Verification Report

The System Verification Report provides details on the Customers, Suppliers, Products, Financials, Bank Accounts and the general system overview.

Located under Admin / System Reports / System Verification Reports we recommend that this is done at least once a month.

Where the system does not balance please refer to Troubleshooting Variances in Infusion for instructions on how to identify the cause of the issue.

Customers

The Total Balances, Outstanding Items and General Ledger figures should all be the same, if they are not that indicates the system is out of balance.  The amount the system is out of balance by is listed in bold along to the left.

The total number of Customers, including those marked as Inactive.

Suppliers

The same information is available for Suppliers, in the above shot all of the figures balance so the suppliers are not out of Balance.

Products

The total number of Products, including Inactive. 

Latest and Average costs are displayed.  Please note that the Latest and Average Costs may be different.  Knowing which pricing your system is set to will tell you which figure to pay attention to.

Financial

If there is an Opening Year Balance often indicates a problem with the financial chart.

The Posted Batches indicates a posted batch that does not balance.  Under Admin / System Reports / Financial Audit Check, running this will identify the out of balance transactions that will require your Partner or Support to repair.

Unposted Batches, these are saved batches that do not equal zero.

Bank Accounts

The Bank Rec total and the G/L Total should match, when they do not, the variance is indicated. Refer to the troubleshooting document to resolve this.

System Statistics

The version and location are identified.  The dates of the four integrity checks are recorded along with the name of the user that was logged in and ran the check.  Please note, these dates are not updated if the integrity checks are preformed at the same time as the Reindex.

The reindex is located under Admin / Reindex files, this should be done after a backup and there can be only one user in the system. This should be carried out at least once per month.

Backups should be done when ever the system prompts for this to be done, see How do I take a Backup?