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We are new to this so bear with me. I am using Expensify to upload all business credit card transactions and then attach receipts to it. That is the only use we have right now. I would like to create monthly reports where things wrap up at the end of the month and then we have some time to upload all receipts before this is submitted to QB for reconciliation.
We started importing all card transactions since the beginning of 2017 and that created a very long report. We had not realized that you are not able to take transactions from there and create another report at will.
So here are my questions:
a) We created a report for February but only partial transactions are listed on that report. In the meantime, if I go to the long report which keeps pulling transactions since last year, I see all of them. Why the discrepancy? How can I fix this? Should I close the long report?
b) Is there any hope for past months of this year or last? Could we still somehow create monthly reports for the past? If so, how?
Many thanks for your help!