Backfill Utility

Under normal circumstances Membership Toolkit will apply payments on orders to the appropriate income accounts, based on your SKU and Form definitions. However, in the event that some of your SKUs or Forms were missing account information at the time the sales were made, the income is instead posted to the Uncategorized Income Account.


If you've recently changed the income accounts associated with your SKUs, you can use the Backfill Utility to re-scan orders and apply the income correctly. This utility will "re-balance" your orders against their income accounts based on current definitions.


It is really important that you understand that the Backfill Utility only affects the income line items in your Budget and not the asset accounts.


To use the Backfill Utility, go to Accounting / Utilities. Choose a start date that only goes back to the most current date possible.