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Right Size Customer Balances
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If you need to reconcile customer balances against your accounting system using Not-Scanned assets submit a request for right sizing to the Support team.
- Export a file from your accounting system. If manipulating the data in a spreadsheet after export, be sure to retain leading zero of numeric data. Consult this page for more details
- Create a Support ticket by emailing Support
- Fill the Right Sizing request form
Notes
- During the right sizing process, each customer's existing balance for a given type is compared to the balance contained within the uploaded file. If balances do not agree between the uploaded file and TrackAbout, the process will create new TrackAbout Adjustment records to reconcile the balance.
- This page does not compare Exchange Asset Types. All Exchange Asset Types will be ignored.