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Troubleshooting

Use these checks before asking an admin or support contact for help.

I cannot see the right company​

Confirm that you selected the correct company from the workspace switcher. If the company is missing, ask an admin to verify your team access.

A document is missing​

Check Files first. If the document is not there, confirm that it was uploaded to the right company, sent to the correct inbox, or synced from the right integration.

A bank transaction is missing​

Open Bank Transactions and check the date range. If the transaction is still missing, open Integrations and confirm that the bank connection is active.

A suggested entry looks wrong​

Do not post it. Open the details, compare the suggestion with the source document, and correct the account, VAT, date, supplier, customer, or amount before continuing.

A report does not match expectations​

Confirm that the relevant documents and bank transactions have been reviewed and posted. Reports only become useful after the underlying work is up to date.

An integration stopped syncing​

Open Integrations from the Workspace group. Reconnect or renew authorization when the integration asks for it. Some providers require periodic re-approval.