Frequently asked questions

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

Your access rights differ. Page visibility comes from the Read column of the Access rights matrix for your user. Ask a master user or an admin in your organisation to grant it — see Users & access rights.

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?

Entries recorded before document numbering was enabled carry only an internal reference, displayed with a # mark so it is never confused with a real invoice number. Enable numbering (press F2 on the Doc No field) and new documents get proper numbers — 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?

The document has no real number — only an internal reference, and internal references are never printed on customer paper. Enable numbering and the slot fills itself.

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

Only users whose access rights include 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.