Troubleshooting

Symptom	What to check
A menu is missing	Role, office/branch scope, module activation; sign out/in after an access change
New or Save is disabled	Permission, record status, locked period, required source, and validation messages
A dropdown value is missing	Master record existence, active status, effective date, and office/company scope
A bill/invoice/voucher is not available to link	Counterparty, job, branch, currency, approval/posting status, and remaining open balance
Totals are unexpected	Quantity, unit, rate, currency, exchange rate, tax, allocation, and rounding
Another user’s update is missing	Refresh and reopen; check whether the other user saved/posted successfully
A report is empty	Period/date, office, service, status, currency, parameters, and posted source data
Delete is unavailable	The record may be approved, posted, referenced, locked, or require cancellation/reversal
Posting failed	Required mapping, open period, balanced lines, approval, and source-document state
Export is unavailable	Export permission, selected view, data scope, and browser download controls

Symptom

What to check

A menu is missing

Role, office/branch scope, module activation; sign out/in after an access change

New or Save is disabled

Permission, record status, locked period, required source, and validation messages

A dropdown value is missing

Master record existence, active status, effective date, and office/company scope

A bill/invoice/voucher is not available to link

Counterparty, job, branch, currency, approval/posting status, and remaining open balance

Totals are unexpected

Quantity, unit, rate, currency, exchange rate, tax, allocation, and rounding

Another user’s update is missing

Refresh and reopen; check whether the other user saved/posted successfully

A report is empty

Period/date, office, service, status, currency, parameters, and posted source data

Delete is unavailable

The record may be approved, posted, referenced, locked, or require cancellation/reversal

Posting failed

Required mapping, open period, balanced lines, approval, and source-document state

Export is unavailable

Export permission, selected view, data scope, and browser download controls

Safe recovery sequence

Read the complete message

Capture the exact validation or error text.

Verify context

Check menu path, office, period, job, record status, and selected source.

Refresh once

Reload the view and reopen the record. Do not repeatedly submit the same action.

Compare with a valid example

Use a similar permitted record to identify a missing field or status, without copying incorrect values.

Escalate with evidence

Send the record reference, date/time, steps, expected result, exact message, and a privacy-safe screenshot.

Never retry a financial posting repeatedly without checking whether a journal, payment, receipt, or allocation was already created.

Safe recovery sequence