---
title: "Recalculate Balances"
slug: "recalculate-balances-1"
updated: 2024-10-18T18:23:23Z
published: 2024-10-18T18:23:23Z
canonical: "docs.interprose.com/recalculate-balances-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Recalculate Balances

Administrative users can recalculate the balances of transactions and itemization transactions directly from the account transactions page. Additionally, balance recalculations can be triggered through specific action paths.

> [!WARNING]
> Caution
> 
> Recalculating balances should be done infrequently and only when necessary. If you have any doubts about when to use this function, please contact support for guidance.

## Recalculate From Account Transactions Page

1. Accessing the Page:
2. Navigate to the Account View.
  1. Click on 'Transactions' in the left sidebar.
  2. Click on 'Recalculate' to update the balances as needed.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/recalculate (1)(1).png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A50%3A25Z&se=2026-10-31T21%3A50%3A25Z&sr=c&sp=r&sig=BR7IiXB%2BTUKdZr%2B2rtD4s2V%2BldhYmwup7B5XIkgO2sc%3D)

Image Displays Recalculate Button

## Recalculate Balances with Workflow Tools

#### Logic Block

Create a logic block that identifies account balances needing to be recalculated.

1. Go to **Workflow → Logic Blocks → New**
2. Enter Label: Recalculate Balances
3. Add Field: specify the logic and conditions to be applied to the accounts
4. Click Apply
5. Click Test: review your logic block and make any necessary changes
6. Click Save when you are satisfied with the Logic Block

#### Action Path

1. Go to **Setup → Workflow → Action Paths**, **New**
2. Create an Action Path using the Class Name: Recalculate Balances
3. Click Save

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-10-18 141001.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A50%3A25Z&se=2026-10-31T21%3A50%3A25Z&sr=c&sp=r&sig=BR7IiXB%2BTUKdZr%2B2rtD4s2V%2BldhYmwup7B5XIkgO2sc%3D)

Image Displays Recalculate Balances

#### Job

1. Go to **Utilities → Jobs, New**
2. Job Name: Recalculate Balances
3. Label: Recalculate Balances
4. Schedule: On Demand
5. Active: True
6. Task Type: Workflow: Action Path
7. Active: True
  1. Selection Logic: Use the 'Recalculate Balances' logic block.
  2. Action Path: Use the ‘Recalculate Balances’ action path
8. Save
9. Run Job

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-10-18 142015.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A50%3A25Z&se=2026-10-31T21%3A50%3A25Z&sr=c&sp=r&sig=BR7IiXB%2BTUKdZr%2B2rtD4s2V%2BldhYmwup7B5XIkgO2sc%3D)

Image Displays Workflow: Action Path Task Type