| A module is missing from the Workspace. | Your role does not include it, or your plan does not (a locked card). Ask an administrator, or see Settings → Subscription. |
| A button is greyed out on a document. | Hover it — the tooltip explains: the document is delivered/open (locked), the period is locked, an approval is pending, or the plan does not include the feature. |
| An exchange rate to USD is required… | The document's currency differs from your base currency and no rate was given: the daily rate feed has no rate for it yet (fetch rates in Settings → Currencies) or the feed is switched off — enter the rate on the document. |
| A posting fails naming a role and Default Accounts. | The role (Accounts Receivable, Tax Payable…) has no account bound. Fix it at Settings → Accounting → Default Accounts. |
| A bank line cannot be categorised or a journal cannot be unpublished. | The period is locked. See Settings → Accounting → Accountant → Close a period. |
| Email did not reach the customer. | Check Settings → Communication → Emails → SMTP & Sender is Verified, and the customer's email on the contact. The lifecycle timeline shows whether it was emailed. |
| A number on the Dashboard differs from a report. | Compare the period and the basis (Cash vs Accrual); both are shown on the report paper. |
| You were signed out unexpectedly. | 15 minutes of inactivity signs you out for safety. Save work before stepping away. |
| An invitation, portal or reset link says it is invalid. | Links expire (invitations after 24 hours) and are single-use. Ask for a new one. |