Why don’t I see any data on my dashboard after connecting my accounting platform?

If you’ve connected your accounting platform but still don’t see any data on your Clearitt dashboard, there are a few possible reasons:

1. Your accounting system is set to cash basis accounting
Clearitt requires accrual-based accounting in order to function. We need visibility into invoices before they’re paid to facilitate clearing.

Here’s a quick summary of the two methods:

Accrual accounting records revenue and expenses when they occur, regardless of when cash changes hands. This allows Clearitt to access accounts receivable and payable.
Cash basis accounting records revenue and expenses only when cash is received or paid—meaning invoice data isn’t available until after payment, which prevents clearing.

To learn more:

To use Clearitt effectively, ensure your accounting system is set to accrual basis. If you're unsure how to change this, your accountant or bookkeeper can help.

2. Missing or incomplete contact data
Clearitt relies on accurate contact information to match and display invoice data. If your customer or supplier records are missing ABNs or email addresses, we may not be able to process those invoices. Make sure your records are up to date for best results.

If you've checked both areas and still don’t see data, please reach out to our support team—we’re happy to assist.