While I’m here though… is there a particular reason why I cannot provide a starting balance to an Expense Claims liability account …?

First setup your expense claim payer or payers: Set up expense claim payers | Manager Then you will be able to set up starting balance for each expense claim payer which will make up the balance of expense claims liability account.

Yep. Did that. Still doesn’t appear as being available to provide a starting balance. If I register an employee, then nominate that employee as eligible for Expense claims, the option to designate a starting balance becomes available. Otherwise, no dice. Is there a way to force the Starting Balance …

OK, I can reproduce this. Moving to bugs category.

OK, to be clear - having set up the Expense Claim Payer, where do I then add the claim information? Using the Edit button doesn’t give me anything except the ability to Update or Delete. No place to add the dollars… am I missing something again?

Hmm, have you checked this guide? Use expense claims | Manager

Yep. Followed it to the letter. Still no joy establishing the starting balance.

@lubos , under Manager’s current version, the Expense claims liability account does not appear under Starting Balances. I do not know if it ever did. Obviously, it would need to allow starting balances for subaccounts. Perhaps the intent was to use pre-start-date expense claims? @davidmil , for expen…

[image] Tut: @lubos , under Manager’s current version, the Expense claims liability account does not appear under Starting Balances. I do not know if it ever did. Correct, and has been under Ideas since Apr 2018 [image] Expense Claim Payer - can't have a Starting Balance enter…

[image] Brucanna: Correct, and has been under Ideas since Apr 2018 Thank you. I don’t know how I missed that in my search. I remember the discussion. I must have misspelled something in my search.

When I marked this as a bug, I thought this was already implemented and I just broke something. Anyway, it’s finally implemented now.

Unable to set starting balance for expense claim payers

Brucanna June 5, 2020, 3:18pm 9

Correct, and has been under Ideas since Apr 2018

Now it is a BUG also

Topic		Replies	Views
Expense Claim Payer - can't have a Starting Balance entered	10	1590	June 7, 2020
Expense Claim Beginning Balance	11	824	April 19, 2018
New starting balance process issues	4	694	May 9, 2018
Problems with Expense Claims	12	2969	January 28, 2015
Opening Entry for Expense Claim Payers	1	275	February 1, 2020

Unable to set starting balance for expense claim payers

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