Troubleshooting and common questions
I cannot see a screen or a button
Section titled “I cannot see a screen or a button”Screens and buttons depend on your role. See Roles and access. Ask an owner or admin to change your access if you need more.
I cannot edit an invoice
Section titled “I cannot edit an invoice”Only drafts can be edited. Once an invoice is posted, issue a credit note or reverse it.
The trial balance does not balance
Section titled “The trial balance does not balance”Debits and credits are always equal for entries posted through VexLedger. If the statements warn Do not rely on these statements yet, open the company ledger overview, read the integrity checks and fix what they point to.
An invoice still shows as unpaid
Section titled “An invoice still shows as unpaid”Payments are recorded when you match the bank row on Reconcile. Check there is not an unmatched row for it.
I cannot reverse an entry
Section titled “I cannot reverse an entry”Only balanced, unreconciled entries can be reversed, and entries with payments need those payments reversed first. Entries in a closed period are restricted.
I cannot close a period
Section titled “I cannot close a period”Every bank transaction in the period must be matched and the statements must balance. See Closing a period.
My bank connection stopped
Section titled “My bank connection stopped”Bank consent lasts up to 90 days. If the connection shows Renew consent, select Reconnect.
I cannot see a currency’s figures
Section titled “I cannot see a currency’s figures”A foreign-currency figure shows n/a when there is no exchange rate for its date. Add one on the Exchange rates screen.
I forgot my password or lost my authenticator
Section titled “I forgot my password or lost my authenticator”Use Forgot your password? on the sign-in screen. If you have lost your authenticator, use a saved recovery code, or ask an owner or admin for help.