A document or total looks missing

Check the usual causes before you re-enter anything, so you do not create duplicates.

Almost always the record exists and a filter or sync state hides it. Check these in order before you re-enter anything.

  1. Confirm the active company. A second company has its own records.
  2. Check the financial year and the date range on the page.
  3. Clear any status, search and user filters.
  4. Look at draft or cancelled documents, and the Recycle Bin if a document was deleted.
  5. Check the sync status on every device. A record can show Pending sync, Sync failed, Sync stopped or Needs review. If it was made on another device, it may not have reached this one yet. See Understand sync status and conflicts.
  6. Open the source ledger or report instead of trusting one dashboard card.
Do not recreate a transaction until you have ruled out filters and unsynced work. A duplicate invoice or payment is harder to undo than a delayed sync.