Frequently asked questions

Why can't I see a page my colleague can?

Your permissions differ. A page appears when a policy that applies to you allows View on it — through your job function, a group you are in, or a policy attached to you. Ask a master or whoever manages your team's access to grant it — see Users & access.

Why was my save blocked by a waving hand?

A transaction needs a party account and at least one item line before it can post. Add both and save again. This guard exists so half-filled vouchers never reach your books.

Why won't it accept this GSTIN on a new account?

Each GSTIN can belong to only one account in your organisation. The party already exists — search the account list and update the existing record instead of creating a duplicate.

Why does a document show #-something instead of an invoice number?

A few older entries may carry no document number of their own. Where that happens the number is shown as blank rather than filled with anything standing in for it. Every new document is numbered automatically — see Document numbering.

My imported invoices kept their old numbers. Is that right?

Yes, deliberately. Your history should remain recognisable: original numbers from your previous software are preserved and displayed in preference to anything newly assigned.

An invoice shows CGST+SGST but should be IGST (or the other way around). What do I check?

Three places, in order: your organisation's state on the profile page, the party's state on their account, and the sale/purchase type picked on the document. One of them is wrong — fix it and re-save the document.

The printed invoice has a blank number slot. Why?

This document has no number of its own, which can happen with older entries. The number slot is left blank on customer paper rather than filled with anything else. Every new document is numbered automatically.

Who can delete a transaction — and can it be undone?

Only users whose permissions allow Delete on that page. A delete reverses the document's stock and ledger effect and removes it permanently — there is no undo. Prefer editing over deleting whenever the document was merely wrong.

How do I give my chartered accountant access?

Create a user with the CA role. They get read and export across masters, transactions, vouchers, and reports — and no ability to change anything.

Does the register paginate? I have lakhs of rows.

No pagination — registers load as one smooth, scrollable list, and totals always cover the entire filtered result, not just the visible part. Use the date-range chip and filters to focus the view.