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Troubleshooting

Missing reports or month-end close data

Why a report, a close, or a balance is not showing yet.

Updated 2026-10-11

Several pages say a thing is not available yet. They usually mean the work has not reached that point.

  • Reports and analytics: reports appear after a month has been reviewed and delivered. Check Month-end close for progress.
  • Month-end close: it shows nothing until Institution opens a close period.
  • Reconciliation: a figure marked Not calculated or Not recorded has not been produced yet. That is different from zero.
  • Transactions: if a company has no recorded transactions, upload its statements first.

If it has been longer than you expect, send a message on the service and ask where it stands.

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