Common issues & fixes
Quick fixes for the things people run into most often.
“I can’t create an invoice / a date error mentions the financial year”
Section titled ““I can’t create an invoice / a date error mentions the financial year””Your accounting year (Financial Year) needs to cover the date you’re using. Paldo BOS sets up the current one and adds new ones automatically — but if you see a message that a date isn’t in an active financial year, contact support to add the missing year. Once it exists, invoicing works normally.
“I can’t find a screen in the sidebar”
Section titled ““I can’t find a screen in the sidebar””Use search (Ctrl + G) — it finds any screen even if it’s not in your sidebar. It may also not be part of your plan. See Understand your plan & modules.
“My report shows the wrong numbers”
Section titled ““My report shows the wrong numbers””Reports only count submitted documents. A saved draft won’t appear until you Submit it.
“I can’t edit an invoice I already submitted”
Section titled ““I can’t edit an invoice I already submitted””A submitted document is final on purpose. To change it, cancel it and create an amended copy. Drafts can be edited freely.
“An item won’t show a stock quantity”
Section titled ““An item won’t show a stock quantity””Only items with Maintain Stock ticked track quantity. Check the item and make sure you’ve recorded stock.
“A price didn’t fill in automatically”
Section titled ““A price didn’t fill in automatically””Set a Standard Selling Rate on the item, or type the rate directly on the invoice line.
Still stuck?
Section titled “Still stuck?”Get in touch with what you were doing and what happened.