Balance by Date (Redwood) Being Inconsistent — Cloud Customer Connect
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Balance by Date (Redwood) Being Inconsistent

Summary:

Balance by Date Page Being Inconsistent

Content (please ensure you mask any confidential information):

Does anyone else seeing the inconsistency with the Balance by Date page in Redwood?

In our example here, we are trying to look up the Balance Group= Modified Business Tax Month to Date, effective date 9/30/2025, at first it is showing $0:


After trying again after clearing the filter, then using the same criteria, we are now seeing $50 - this is incorrect amount as it is from an older element entry from pay date 8/15/25 and not the most recent one from pay date 9/26 (during the month of Sept since this is Month to date):

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