Questions and problems

I cannot see the Finance app

Your user needs access to Finance and the Finance: use permission. If the tile is greyed out, your company is connected to SAP Business One or QuickBooks, where the books are kept instead.

Post is greyed out

The entry does not balance (the footer shows Out of balance by), or it has no amounts yet.

Posting is refused because of the date

The date falls in a locked period, outside any posting period, or on or before the lock date. Ask someone with Finance: periods to unlock or create the period, or use a later date. See Posting periods and year-end.

An account is missing from the list in a new entry

It is a header account, inactive, or blocked for manual posting. See Chart of accounts.

A sale has no journal entry

Look in Settings → Finance → Postings; the reason is next to the failed posting. Common causes:

• The payment method has no account on that terminal: set it in Settings → Point of Sale → Terminals.
• The tax group has no sales or purchase tax account: set it in Settings → General → Tax groups.
• The G/L account determination has no account for that case.

Fix it and click Repost failed. See Automatic postings.

The Overview says G/L account determination is incomplete

The rule that applies to everything is missing one of the accounts automatic postings need. Add it in Settings → Finance → G/L account determination.

Can I change a posted entry?

No. Reverse it and post a corrected one; Duplicate copies it for you. See Journal entries.

Where do I enter opening balances?

As an ordinary journal entry, dated the day before you start.