Why is a screen missing or a button disabled?
A missing function can reflect company, product, role or document state. Check these in order before changing permissions or creating a replacement record.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Check the company and product shown in the interface; you may have switched workspaces.
- In design preview, saving and some actions are deliberately disabled; test them in an actual test account.
- Ask the company administrator to review your role and access, then check module activation in Operation tools.
- For an existing document, check state, closed period and required fields; its state may prohibit editing.
- If it persists, give support the screen name, error time and message, with sensitive customer details hidden.
Watch this distinction
Do not grant the owner role to fix a disabled button. Filters can hide existing records; clear search and check the period before recreating one.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.