FAQ
Questions Business Plus Plus users ask most often, grouped by topic.
Documents and corrections
Section titled “Documents and corrections”How do I correct a confirmed invoice?
Raise a credit note against it, then issue a fresh invoice. A confirmed invoice is never edited — that is what makes the tax records defensible.
Can I delete a document?
Only while it is in Draft. Once confirmed, the action is Cancel, which reverses the postings and leaves both the document and the cancellation visible.
Why can I not change the date on a confirmed document?
The date decides which financial period the entry posted into. Changing it would move a posted entry between periods. Cancel and re-raise with the right date.
Permissions and access
Section titled “Permissions and access”Why is a button greyed out?
Your role has permission to open the screen but not to perform that action. Roles & Permissions explains the three levels — module, document and action — and which one you are missing.
Why can I not see a colleague's documents?
Either your role is limited to your own documents, or the documents belong to a branch you do not have access to. Both are set on the user record.
Reports and reconciliation
Section titled “Reports and reconciliation”Why do two reports show different sales figures?
Check the period, the branch filter and whether one report includes cancelled or draft documents. Export both and compare the filter values printed in the header.
Why does the Outstanding Report not match the Debtors account?
Usually a journal voucher posted directly to the Debtors control account, which bypasses the customer ledger. Run the Journal Register for the period and look for entries against that account.
Printing and email
Section titled “Printing and email”Can I change the invoice layout?
Templates are configured in Company Settings → Printing. The logo, company details and footer text are editable there; structural changes to the layout are a configuration task for your implementation partner.
Can the application email documents automatically?
Yes, per document type. Enable it in Company Settings → Communication and mark the relevant customer contacts for that document type.
Still stuck?
Section titled “Still stuck?”If your question is not answered here, the troubleshooting pages cover error messages and failure symptoms in detail.