FAQ

What if I entered the wrong amount on a payment after submitting?

If approval hasn't completed, withdraw it from your to-dos and edit. If it's mid-approval, ask the approver to reject it. Settled documents can't be edited directly — reverse them and re-issue.

What if a counterparty both owes us and we owe them?

Open contra settlement, tick both the receivable and payable lines of that counterparty, enter the contra amount and confirm — the system offsets them automatically.

What if stock counts don't match the books?

First check the selected warehouse in the stock inquiry, then run a stocktake with the actual counted quantities. Once the variance is reviewed and posted, stock auto-balances — with full stocktake records for audit.

Why can't we close the month?

Usually some receipts/payments are unsettled or some vouchers are unreviewed. Open the period-close checklist in period-end processing and clear each item — once all turn green, you can close.

A new employee sees no pages after login — why?

Usually no company or role has been assigned yet. Ask an admin to assign companies/stores and roles in user management; the pages appear after re-login.