Locked periods and permissions
| Message | What to do |
|---|
| The books are locked up to [date]… | The date is on or before the lock date. Use a later date, or ask an administrator to change the lock date. |
| Only an administrator can change the lock date. | Ask an administrator to do it from Accounting settings. |
| You do not have permission to perform this action. | Your role does not allow it. Ask an administrator for access. |
Payments and transfers
| Message | What to do |
|---|
| Payment ([amount]) exceeds the amount due ([amount]) on [number]. | Enter no more than the balance due. For an overpayment, record the extra separately. |
| A [currency] document can only be paid from a [currency] or [base currency] account. | Choose a bank account in the document’s currency or your base currency. |
| Set an exchange rate for [currency] on or before [date] (Accounting > Currencies). | Add a rate for that currency dated on or before the transaction. See Multi-currency. |
| Payment amount must be greater than zero. | Enter an amount above zero. |
| Choose two different accounts. | A transfer needs a from and a to account that are not the same. |
| Enter the amount received in [currency]. | For a transfer between currencies, enter what the other account received. |
Bank transactions and reconciliation
| Message | What to do |
|---|
| Line amounts ([x]) must add up to [y]. | The split lines must total the bank line. Adjust the amounts. |
| Add at least one line with an account. | Every transaction needs at least one line with an account chosen. |
| Select at least one item to match. | Tick an invoice, bill or transaction on the Match tab, or use Create instead. |
| This statement line is already reconciled. | It has already been matched. Use Undo on the Reconciled tab if it is wrong. |
| Undo the reconciliation before deleting the line. | Unreconcile the line first, then delete it. |
| This statement has reconciled lines. Undo the reconciliation first. | Unreconcile its lines before deleting the statement. |
Bank rules
| Message | What to do |
|---|
| Give the rule a name. / Add at least one condition. | A rule needs a name and a condition. |
| Add at least one allocation (account) for this rule. | Choose the account the rule codes to. |
| Allocation percentages must add up to 100%. | Adjust the split so it totals 100%. |
| Choose the account to transfer to. | Transfer rules need the other account. |
Setup, tax and accounts
| Message | What to do |
|---|
| An active account with this name (or code) already exists for this business. | Choose a different name or code, or make the other account inactive. |
| A tax rate with same name and liability account already exists. | Change the name or open the existing rate. |
| Cannot modify this tax rate because it is used in invoices. | Create a new rate instead, so past figures never change. |
| Currency changes are not allowed. | The base currency cannot be changed after a business is created. Other details still save. |
| The exchange rate must be greater than zero. / The base currency always has a rate of 1. | Enter a positive rate, and do not add a rate for your base currency. |
| A revaluation has already been posted for this date. Delete it first to run it again. | Delete the earlier revaluation for that date, then run it again. |
| Only the most recent depreciation run can be deleted. | Delete the later runs first, working back. |
| Turn on inventory tracking for this item first. | Open the product and tick Track inventory. |
People and invitations
| Message | What to do |
|---|
| Your plan allows [n] users and you’ve reached that limit. Upgrade your plan to add more people. | See Plan limits and locked features. |
| User already has access to this business. | They are already a member. Check Users & roles. |
| An invitation for this email already exists for this business. | Resend the existing invitation instead. |
| You cannot remove the owner of the business. / You cannot remove yourself from the business. | Neither is allowed. See Remove a team member. |
