Bank account troubleshooting
Goal
Fix save, delete, and picker issues on Bank & Cash.
Who it is for
Clerk and manager.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| Cannot open list | Missing bank.view | Grant view permission |
| Cannot create/edit | Missing bank.manage | Grant manage permission |
| 422 / GL link errors | Asset leaf missing, not leaf, already linked, currency mismatch | Fix chart / use auto-provisioned leaf; match currency |
| Cannot change type or currency | Immutable after create | Create a new account; deactivate the old one |
| Delete blocked | Account has postings | Set Active off instead |
| Missing from transfer/recon pickers | Inactive or wrong type | Activate; confirm type bank vs cash |
| Duplicate code | Unique per tenant | Choose another code |