Troubleshooting financial workflows

Financial Tools are missing

1. Confirm the organization has the Financial package.
2. Confirm you are in the intended organization and project.
3. Ask an administrator to check the specific Financials, Commitments, Billing Periods, or Reports permission.
4. If only one record type is missing, check restricted company access.

An invoice cannot be created

Check these common causes:

• The Commitment has no SOV lines.
• A prior invoice is not approved.
• A newer Billing Period already has an invoice.
• The selected period is not current and you lack permission to create an invoice for a closed period.
• You do not have permission to submit invoices for that company.

An SOV line cannot be edited

The SOV may be locked, the contract may be executed, the line may have been created by a Change Order, or the line may already have invoice activity. Read the disabled-control explanation before unlocking or changing history.

A Prime Change Order cannot be created

For Sage Intacct projects included in accounting integrations, the Budget must contain line items before a PCO can be created. The expected source is often the Sage project estimate, but any valid Budget setup can satisfy the product gate. Confirm both the budget and integration state with your accounting administrator.

An integration shows an authorization error

The connection must be reauthorized before fetch or sync can resume. Reconnecting does not mean every record should be recreated; first preserve and inspect existing record links.

A QuickBooks record failed

Common causes include a stale Customer or Vendor reference, a transaction date inside a closed QuickBooks period, or a duplicate document number. Correct the source condition, then retry the existing link rather than creating a duplicate.

A record is pending, linked, synced, suppressed, retired, or in error

• Pending: Waiting to be processed
• Linked: Source and destination are matched, but the latest supported sync has not yet completed
• Synced: The latest supported change completed
• Suppressed: The mapping intentionally skipped the record
• Retired: The old link is no longer active
• Error: The last sync needs attention

When contacting support, include the organization, project, record type and number, integration, status, visible error, and the action taken immediately before the problem.