Troubleshooting#

Solutions to common issues you may encounter while using LedgerKnow.

Access denied or permission errors#

If you see "Access denied" or permission errors:

• Check your role - some features are restricted to specific roles
• Owners have full access, while Admins, Editors, and Viewers have limited permissions
• Contact your organization owner to request role changes
• Verify you're logged in with the correct account

Cannot edit sales records#

If you cannot edit a sales record:

• Fully paid sales can only be edited by owners within 24 hours
• After 24 hours, paid sales cannot be edited by anyone
• Viewers cannot edit any sales records
• Check if the sale is marked as "Paid" - only pending or partial sales can be edited by Admins/Editors

Stock not updating correctly#

If stock levels are incorrect:

• Stock updates automatically when sales are saved
• Items marked as "charges" do not affect stock levels
• Check the stock history to see all movements
• Use manual stock adjustment to correct discrepancies
• Verify the item is not marked as a charge (delivery fees, service charges)

Invoice not generating#

If invoices are not generating:

• Ensure the sales record was saved successfully
• Check your browser's pop-up blocker settings
• Try refreshing the page and accessing the invoice again
• Clear your browser cache and cookies
• Try a different browser

Slow performance or loading issues#

If LedgerKnow is running slowly:

• Check your internet connection
• Close unnecessary browser tabs
• Clear browser cache and cookies
• Use a modern browser (Chrome, Firefox, Safari, or Edge)
• Reduce the date range in reports to load less data

Autocomplete not working#

If item or customer autocomplete is not working:

• Type at least 2 characters to trigger suggestions
• Ensure items or customers exist in your database
• Check if items are marked as "active"
• Wait a moment for suggestions to load
• Refresh the page if suggestions don't appear

Reports not showing data#

If reports are empty or not showing data:

• Check if your owner has enabled report visibility for your role
• Admins and Editors may only see their own data if configured by the owner
• Check the selected date range - expand it to include more data
• Ensure sales records exist for the selected period
• Verify report sections are enabled (not hidden)
• Try refreshing the page

Payment status showing incorrectly#

If payment status is incorrect:

• Payment status is calculated automatically based on total payments
• Pending: No payment received
• Partial: Some payment received, but less than total
• Paid: Payment equals the total amount
• Edit the sale and verify payment amounts are correct

Public invoice link not working#

If public invoice links are not accessible:

• Check if the link has expired - expired links will not work
• Verify the link was copied completely
• Check if the sales record still exists
• Try opening the link in a different browser or incognito mode
• Regenerate a new public link from the sales record