Receipt troubleshooting

Goal

Unblock common failures when recording receipts.

Who it is for

Clerk and manager.

Common problems

Symptom	Likely cause	What to do
Unknown bank account	Account missing / wrong tenant	Create or pick a valid bank/cash account
422 no lines	Empty voucher lines	Add amount/allocation or GL lines
Allocation exceeds document	Allocated more than invoice open balance or voucher total	Lower allocation; refresh open invoices
Period closed	Receipt date outside open period	Change date or open period with accountant
Cannot edit after save	Posted on create; tenant immutable	Record a correcting receipt / follow finance reversal process
FX / currency error	Bank currency differs; FX fields incomplete	Complete rate/currency fields on lines
Permission denied	Missing receipts.manage	Ask admin for receipts permission (not sales.manage)

Related

• Lifecycle
• Setup
• Periods
• Bank accounts