Account Not Showing

Account Not Showing

miViewPoint syncs general ledger accounts from Caselle once per hour.  If you add a new account to Caselle it may take up to an hour to show in miViewPoint.  If you need to get an account to show up right away, go into Administration -> Groups and Save any group.  This will force accounts to be synced from Caselle immediately.

Workflow caches general ledger accounts for fast data entry, so if you are in workflow, you will need to either
  1. Click the refresh button  next to the vendor selection.  This will refresh both the vendor and account cache
  2. Close out of your browser to refresh the account cache

    • Related Articles

    • miViewPoint User Guide

      Other miViewPoint User Guide This manual has been prepared by Civic Systems for use by customers and licensees of Civic and Caselle software. Information in this document is subject to change without notice. The software described in this document is ...

    • miExcel Accounts Payable User Manual

      See attachment tab

    • Setup Barcode for miViewPoint Extreme to Import Checks

      This article helps customers interface the check image with the invoice through miViewPoint Extreme. Outlined are the steps for Caselle Clarity and Connect. Clients may choose to show the barcode on the check form or not. These instructions setup a ...

    • Accounts Receivable - Transfer to Tax Roll

      Accounts Receivable – Transfer to Tax Roll   Transferring Accounts Receivable (AR) balances to the tax roll implies the customer delinquent balance will be collected from the county, and not a collection agency.  This procedure usually starts in ...

    • Accounts Payable- Advanced Procedures (Direct Pay, Recurring Invoices, Approvals)

      This documentation is for Advanced Procedures in the Accounts Payable module: ACH Direct Pay: .......................................................................................................................... 3 Vendor ACH Direct Pay Setup: ...