Matter records missing recent billing data

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Marlstone Legal: documents · Matter records missing recent billing data

Emma Jagger reported that several client matter records lacked recent billing charges despite those charges being in the accounting system. Olivia Grant flagged it as potentially a data source connector sync issue and asked for specific matter details and dates to investigate.

Priority high

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What happened

What this says

Current to 11 Oct 26

Emma Jagger reported that several client matter records lacked recent billing charges despite those charges being in the accounting system. Olivia Grant flagged it as potentially a data source connector sync issue and asked for specific matter details and dates to investigate.

Problem: Billing data was not appearing in matter records even though it existed in the accounting system, indicating a potential connector sync failure.

Handling: Support recognised this as a freshness issue, checked accounting connector logs, and requested specific examples to diagnose whether there was a sync lag.

Watch: High-priority data quality gap; billing data is critical for matter profitability. Check whether the accounting connector synced successfully after this ticket.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorydata_quality

Channelemail

First response (min)100

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internal_note · Olivia Grant 2 Jun 2026 15:35
Ticket flagged. Customer reporting stale matter/billing data. Need to check if accounting connector had a sync issue at last refresh.
created · Emma Jagger 2 Jun 2026 16:59
The brain is showing outdated billing information for several client matters. Latest charges aren't showing up, even though they're in the accounting system and should have been pulled in at the last refresh.
public_reply · Olivia Grant 2 Jun 2026 18:39
Hi Emma, Thanks for reporting this. Can you give me an example of one matter that's missing billing data? Just the matter name and the date you expect the charges to show. I'll check the connector logs on our end. Cheers, Olivia
status_change · Olivia Grant 5 Jun 2026 17:03
status_change · 9 Jun 2026 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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B-Brain 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.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain 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.

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