Accounting Permissions and Troubleshooting
If a menu is missing or an action is blocked, it's almost always one of two things: the module isn't enabled, or the user's role doesn't have the right permission. Your administrator manages both under Settings → Users & roles.
Permissions, in plain language
| Permission | What it unlocks |
|---|---|
| View finance | Reports, ledgers, and the finance menu generally |
| View financial reports | Trial balance and other financial statements |
| Manage chart of accounts | Creating and editing accounts |
| Create journals and fixed assets | Manual journal vouchers, fixed-asset actions |
| Approve journals | Approving vouchers, where approval workflow is on |
| Manage fiscal years and period close | Closing periods, fiscal years |
| Manage bank reconciliation | Bank reconciliation |
| Manage bank statement import | Bank statement import |
| View payments / Create payments | Payment voucher screens |
| Check payments / Approve payments | Checking and approving vouchers in the workflow |
| Manage vouchers | Editing prepared vouchers, cancelling posted ones |
| Reopen accounting periods | Reopening a closed period for a correction |
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| Finance & Accounting menu is missing | Module not enabled, or missing View finance / View payments | Ask an administrator to enable Accounting and grant the right permission |
| Bank reconciliation or bank statement import is missing | Finance Management isn't enabled | Enable the Finance Management add-on |
| Fixed assets menu is missing | Finance Management not enabled, or missing Create journals and fixed assets | License Finance Management and grant the permission |
| Trial balance doesn't balance | Draft journals, one-sided lines, or a failed posting | Use the journal entry viewer to find the problem date, and check for anything still Prepared |
| Can't post a sale or purchase into last month | The period is closed | Ask an administrator with reopen access for a controlled correction |
| Can't edit or delete a voucher | It's already posted, checked, or approved | Open it and use Cancel — this reverses the entry cleanly |
| Bank statement import keeps failing | Poor scan quality, or an unsupported statement layout | Upload the full statement from your bank's website; ask support if it keeps happening |
Frequently asked questions
Why can't I see certain expense accounts on a journal voucher? Your administrator may have restricted expense accounts to certain roles. Ask them to grant the right permission if you need it.
Can I paste journal lines from a spreadsheet? Yes — copy rows with account code, debit, credit, and narration, then paste directly into the journal voucher grid.
Where do I turn tax on? Tax on sales and purchase documents uses tax groups set on your products. Full tax filing and compliance tools are a separate Taxation module.