Common troubleshooting

“A module or menu item is missing”

Navigation is permission-driven - if your role hasn’t been granted that module or screen, it simply won’t appear. Ask your administrator to check your role’s permissions under Application Settings → Platform Roles, rather than assuming it’s broken. See Roles & permissions.

“A record I know exists doesn’t show up in a list”

Check whether a filter or saved view is narrowing the list - saved views persist your last filter/sort, and it’s easy to forget one is active. Also confirm the record wasn’t archived or deactivated rather than deleted; protected core records (contacts, items, accounts and similar) are archived by default rather than removed.

“A setup wizard step won’t mark complete”

Setup wizard steps are live-computed from your actual data - a step marks complete once the underlying records exist (for example, “at least one warehouse created”). If you configured something outside the expected screen, an administrator can manually mark that step complete.

“Numbers in a report don’t match what I expected”

Confirm you’re looking at the same fiscal period/business unit scope the source records were entered against, and that any relevant document (sales invoice, purchase bill, payroll run) has actually been posted rather than left in a draft state - draft documents generally don’t post to the ledger or affect stock until confirmed.

“I can view something but can’t edit or export it”

Read and write/export are separate permissions by design - it’s common (and often intentional) for a role to have one without the other. Ask your administrator to review the specific permission, not just “access” broadly.

Still stuck?

Contact us with the module, the screen, and what you expected versus what you saw - that’s faster for us to diagnose than a general description.