Expense Claims not showing in summary

1

I am currently using expense claims and am imputing some old claims through (Early 2017), however, anything anything earlier than 31 Dec 17 will not show up in my summary.

I have set the summary to show all data from 2016 onwards so I am not sure why 2017 claims are not showing. I would greatly appreciate any suggestions to fix this!

Thanks

2

Two points:

  1. There is generally no reason to put in old transactions when migrating from another accounting system. Use starting balances that match the ending balances from the old system. Read the Guide: Enter starting balances | Manager.
  2. It sounds like you have a start date set (probably Jan 1, 2018). Manager ignores transactions before your start date unless they are unpaid invoices; those it uses only to establish the starting balances in Accounts receivable or Accounts payable.