Fees showing as unpaid

Ticketclosed

Yealmpton Accountants · Fees showing as unpaid

Two client files showed paid fees as unpaid before a deadline review. BG-Demo found a second payment entry on each fee and reopened the ticket. One record still shows the old fee.

Priority high

made from

What happened

What this says

As at Fri 9 Oct 2026

Two client files showed paid fees as unpaid before a deadline review. BG-Demo found a second payment entry on each fee and reopened the ticket. One record still shows the old fee.

Problem: Two client files showed fees as unpaid when they had been paid. A deadline review was coming up.

Handling: Bethan Lister found a second payment entry against each fee and reopened the ticket after marking it solved too early. The internal note says the cause was not confirmed.

Watch: One record still shows the old fee, and Zoe Hocking is not yet confident. Ewan Pryce may need to check the sync if it recurs.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

AImade from

Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorydata_quality

Channelemail

First response (min)127

Helpdeskmade from

Trail

created · Zoe Hocking 19 Sep 2025 17:14
Hello, two of our client files are showing fees as unpaid when they were paid some time ago. This matters because a deadline review is coming up soon, so it's urgent. Could someone look at this as a priority? Zoe
Public reply · Bethan Lister 19 Sep 2025 19:21
Hi Zoe, I've picked this up. Just so I've got this right: two client files show fees as unpaid when they have been paid, and a deadline review is coming up. I'm going to reproduce it on our side first. Could you send me the two client names as they appear on screen? Thanks, Bethan
Status change · Bethan Lister 23 Sep 2025 10:11
Internal note · Bethan Lister 23 Sep 2025 10:45
Checked both records. Each shows a second payment entry against the same fee. Not reproduced yet, so cause not confirmed. Marked solved too early, reopening. Holding until Zoe confirms the view is right. Ewan may need to look at the sync if it recurs.
Public reply · Zoe Hocking 23 Sep 2025 11:53
Hi Bethan, one of the two looks right now but the other still shows the old fee. Same as before, so I'm not confident yet. Zoe
Status change · 27 Sep 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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