"I don't see a transaction I expected."
Possible causes:
Wrong account filter selected
Wrong date range selected
Transaction hasn't been recorded yet (invoice not generated, payment not entered)
Transaction was deleted
Solution:
Clear all filters and search for the transaction
Check the source record (invoice, payment, payable) to confirm it exists
Verify the date of the transaction falls within your filter range
"The GL balance doesn't match my bank account."
Possible causes:
Payments received but not recorded in DoorSpot
Payments made but not recorded in DoorSpot
Bank fees or interest not recorded
Timing differences (transaction recorded in one system but not the other)
Solution:
Run a reconciliation comparing GL to bank statement line by line
Record any missing transactions
Make adjusting entries for bank fees, interest, or other items
"My accountant says the GL entries are wrong."
Possible causes:
Transactions recorded to wrong accounts
Amounts entered incorrectly at the source
Missing transactions
Duplicate entries
Solution:
Work with your accountant to identify specific errors
Determine if corrections should be made in the GL or source records
Make adjusting entries as directed