Hi. On my P&L I can only see back to September, but I have reconciled transactions back since March. What am I doing wrong

Hi. On my P&L I can only see back to September, but I have reconciled transactions back since March. What am I doing wrong

1 answer

Peter Connor Staff December 18, 2015
Public

HI Dave, 
They’re deffo reconciled transactions?  
Bills: Have you marked them as paid
Invoices: Have you submitted them to your accounts
Cheers Pete

#answer-2297
  1. Yes I can see imported transactions from April, which are showing as Reconciled. The toal YTD is ok, but can't see columns for Aug, July, June etc.
  2. Peter Connor December 18, 2015
    Ok let me have a look. Give me a couple of min
  3. Peter Connor December 18, 2015
    Hi D,
    Sorry about the delay - so it's just some bad UI.
    I think the date picker (which is defaulting to a year) is giving you the impression it's a year range on display in the report. But actually it's just the last couple of months - 4mts. We pick that due to screen sizes.

    If you click "update" (it being december has defaulted to Jan - Dec) you'll see the full report. If you click on say travel you'll see the months you mentioned are listed.
    Hope that helps. Here is a video of me showing you that example. (took 5m bit to upload)
    Pete
  4. OK, so the preview is just fixed at the last 4 months, got it.
  5. Peter Connor December 18, 2015
    Yep. We picked that cause it fits and suits qtrly reflections.
  6. OK thanks for the clarification!

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