Chart of accounts troubleshooting
Goal
Resolve common CoA create/edit/delete and posting-map failures.
Who it is for
Clerk, manager, tenant-admin.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| Cannot edit/delete system account | System lock | Remap via System Accounts; do not delete |
| Delete blocked | Journal lines or child accounts | Deactivate or move children first |
| Subtype rejected | Subtype not valid for type | Pick a subtype that matches asset/liability/equity/income/expense |
| Seed fails | Chart already seeded | Continue creating accounts manually |
Posting fails role_not_mapped | System role missing GL | Map on System Accounts |
| Foreign amount fails | Missing exchange rate | Maintain Exchange Rates |
| Period / lock blocks post | Closed or locked period | Adjust date or reopen/create period |
| Sales/stock errors on docs | Not a CoA issue | Use sales / inventory troubleshoot |