DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Expense transactions from before custom date showing


#1

In the summary screen, the expenses total is correct but the list of transactions include those from before the custom date specified. Is there a way of hiding “last year’s” expenses?


#2

This doesn’t sound right. Can you post some screenshot which shows this?


#3

Not back in office 'til Monday. Will do so then. Cheers


#4

Using version 14.7.70 on MacOS. Shown image of custom date and just a list of dates from the expense claims screen


#5

I don’t see any issue here. The date you set on Summary tab is for amounts shown on Summary tab only.

When you go to Sales invoices tab or Expense claims tab, you will still see all transactions you have ever entered. There is no point hiding it. Just because new financial year has started, it shouldn’t mean you should have everything wiped out up to that point.