If the imported financial figures are missing in LodgeiT, here are the most common reasons:
- Wrong financial year selected
- The data may have been imported into a different year.
- Check the active financial year in the client file and compare it with the source accounting file.
- Incorrect report mapping or chart of accounts
- Some expense accounts may not be mapped correctly during import.
- Review the account mapping section and check whether the expense accounts are assigned to valid categories. Learn more from this guide Chart of Accounts and Mapping
- Zero-balance or inactive accounts not imported
- Some accounting sources only import accounts with balances or active transactions.
- Check the source software to confirm the expenses contain actual posted transactions.
If the issue persists, please send us couple of printscreen to describe the issue, and what are the data that you are expecting to appear via financials.