Summit Spend Help

Help Center / Accounting & exports

A new month started. What changed?

Only spend totals reset. Your lists don't.

Only the spend totals reset. Your lists don't.

  • Lists show all time. Transactions, Receipts, Approvals and the Accounting page keep every open item, whatever month it's from. A charge from last month that's still missing a receipt is still there.
  • Card spend resets. A card with a billing cycle day shows Cycle spend, which resets on that day. A card without one shows MTD spend, which resets on the 1st.
  • The home dashboard isn't a calendar month. It shows the last 30 days unless you pick another range.

To close out last month, see Month close.