On SME Professional, the financial ledgers start from the date the property was created and any transactions received before this date will be filtered out.
We recommend that users create the property before taking any payments; however, in instances where this has not been done, the default start date of the ledgers can be updated to include past transactions.
Note: If the default start date for a ledger needs to be changed, this may need to be updated on both the tenant and landlord ledger.
Navigate to Lettings properties > Property balances
Locate the relevant property
To access the tenant ledger, click on the amount displayed within the Tenant arrears column
To access the landlord ledger, click on the amount displayed within the Landlord balance column
From the top left, click on Change Date Range
Amend the Start date as required
Click on Set as Default
Click on Go/Filter