Main Screen not up to date

Hello nick15,

Welcome to the Community - thank you for your question!

Are you referring to the reports on your dashboard?

Thanks,

Talia

Hello Talia, 

Yes the main screen reports haven't been updated since December on my account.

Kind Regards 

Nick 

Hello nick15,

Could you please let me know what option is currently selected for when these reports are running for, and try changing this option from the small drop down menu in the top right hand corner of the boxes?

Thanks,

Talia

Hello Talia, 

Profits and Loss - shows nothing for last 3 months, last month and current month. however is does show figures for this tax year but only up to December (I've worked out the figures.

Invoices - are correct and shows all the invoices.

Expenses - are all correct.

Mileage - are all correct. 

Estimated Tax - is incorrect because it isn't calculating the Jan, Feb and March invoices.

I'm not sure why it isn't calculating the profits and Losses. 

Kind regards

Nick 

Hello Talia, 

Profits and Loss - shows nothing for last 3 months, last month and current month. however is does show figures for this tax year but only up to December (I've worked out the figures.

Invoices - are correct and shows all the invoices.

Expenses - are all correct.

Mileage - are all correct. 

Estimated Tax - is incorrect because it isn't calculating the Jan, Feb and March invoices.

I'm not sure why it isn't calculating the profits and Losses. 

Kind regards

Nick 

Hello nick15,

Could you run the profit and loss from the reports section and let me know if the figures past December show there?

Thanks,

Talia

Hello Talia 

The figures are still incorrect in the report section 

Kind Regards 

Nick 

Hello nick15,

Could you please send a screenshot of your 'All Sales' screen showing us some transactions from the last 3 months?

Thanks,

Talia

Hello Talia, 

There is no All sales screen as it is a self employment account.

Kind regards 

Nick 

Hi Nick

If you could go to transactions instead on the left and then make sure the year is the same as the profit and loss and if you could send us a screenshot of that as an attachment that would great

Kind regards

Emma

Good morning Emma, 

Please find attached the screen shot as requested. 

This still doesn't total up though the the figures it should be.

Hello nick15,

Thank you, could you please also send a screenshot of the transactions on that screen?

Thanks,

Talia

Hello Talia, 

It doesn't seem to be registering the paid invoices.

Attached is the screen shot.

Regards

Nick 

Hello Nick,

On the self employed product, marking your invoices as paid does not post to your income - you also have to post the payment on your bank for the income to post. Could you please make sure you have done this?

Thanks,

Talia