Finance Permissions and Troubleshooting
If a Finance menu is missing or an action is blocked, it's almost always one of two things: Finance Management isn't enabled, or the user's role doesn't have the right permission. Your administrator manages both under Settings → Users & roles.
For shared Accounting permissions (chart of accounts, vouchers, reports), see Accounting permissions and troubleshooting.
Permissions, in plain language
| Permission | What it unlocks |
|---|---|
| View finance | Finance sidebar, lists, and read-only access generally |
| Manage fiscal years and period close | Fiscal years, monthly close, year-end close, reopen |
| Manage bank reconciliation | Bank reconciliation (also opens statement import) |
| Manage bank statement import | Preferred permission for bank statement import |
| Create journals and fixed assets | Create, edit, and dispose fixed assets |
| View financial reports | Trial balance and other financial statements |
Site administrators configure bank statement templates (for example seeded Pakistan banks). Company users upload a file — they do not choose a bank at import time.
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| No Period Close & Controls or Cash Management bank tools | Finance Management not licensed | Enable Finance Management for the company |
| Bank statement import link missing | Missing import or bank-rec permission | Grant Manage bank statement import or Manage bank reconciliation |
| Import Failed — little or no OCR text | Cover page, wrong file, or poor scan | Upload the full statement from online banking |
| Import Failed — no lines / unsupported layout | Bank template missing or inactive | Ask SiteAdmin to seed or activate the matching bank template; check Details |
| Many flagged balances after import | OCR misreads | Fix rows in Review; prefer a clear bank PDF |
| Fixed assets menu missing | No Finance module, or no create-journal access | License Finance Management and grant Create journals and fixed assets |
| Can't post into a month | Period is closed | Reopen with period-close permission, or post to an open period |
Frequently asked questions
Do I need Accounting if I have Finance Management? Yes in practice. Finance extends the Accounting ledger — chart of accounts, vouchers, and statements still come from Accounting. See the Accounting overview.
Where are the step-by-step bank and period guides? Under Accounting:
- Set up fiscal years and close periods
- Reconcile your bank account
- Import a bank statement
- Track fixed assets
Can I upload an Excel bank statement? No. Upload PDF or image only. After review is complete, you can export to Excel.