I have been using the directors loan account over time but I am now trying to make sense of it and am struggling. It seems there are only records from 2018 onwards and the starting balance is off by some way. If I go into settings the starting balance is listed as something else so the 2 figures contradict each other (by a large amount). Any reason the records from before 2018 would not show or why the starting balances are so different?
Data older than 2 years is archived and you won’t see it. You will need to do a search and use date ranges.
I believe but not sure. That there is a setting to enable them to show by default.
Id imagine the starting balance is correct, it’s just missing the debits and credits that would make up that balance.
Thanks Paul - yes I can search older results going back to 2013 but still the opening balance doesn’t match what it says in the accounts settings.
Hi @sean1,
If you set the date range to start way before you have any transactions for example 2000, do you still have the opening balance mismatch?
Hi Beth, yes it still shows a different value starting in 2013 as to what i see as the starting balance in the account settings.
Sorry Beth ignore me it is correct.
Fab, glad you’ve sussed it
This topic was automatically closed after 7 days. New replies are no longer allowed.