1What issues might arise that prevent all added widgets from loading properly on the main dashboard?
If the company's subscription plan is the basic package and a widget from the advanced package features has been added, this may lead to insufficient permissions for the added widget. As a result, the main dashboard and profile could become unresponsive.
2What actions should be taken if the message
The "Transaction Failed" message indicates a loss resulting from unfavorable exchange rates or fees. If you wish to avoid displaying this message, you can disable the notification for "Transaction Failed." Additionally, if you want to prevent the recording of losing transactions due to exchange rates or fees, you can disable the option for recording such transactions entirely.
3What causes discrepancies in profit or loss for a specific transaction between different users?
Discrepancies may arise from the existence of a custom pricing bulletin. It is advisable to verify whether a custom price list is applied to the user group within the company's settings under the price bulletins section.
4How can you ascertain the number of currency transactions?
To determine the number of currency transactions, navigate to the "Sales-Purchase Invoice" window. After that, specify the desired start and end dates, and the total number of records will be displayed at the top of the page.
5How can you display the profit from currency transactions?
Method 1: Access the "Analytical Reports" section and select the "Currency Transfer Report." Utilize the sidebar filter to refine the data by accounting type, ensuring you select only "Sales-Purchase Invoice."
Method 2: To view the final profit balance along with currency balances, navigate to the "Currency Calendar."
6How can you display the paid and earned commissions within a specified date range, evaluated in the currency of assessment?
Access the general ledger and request a statement of earned and paid commissions. Then, specify the desired date range by selecting "From" and "To," and deselect the option to show the previous balance. This will enable you to view the balances of all currencies evaluated in the currency of assessmen
7What is the issue if the exact exchange rate does not appear and only an approximate rate is shown in transactions?
The problem may be due to insufficient decimal places for the exchange rate. To resolve this, you need to increase the number of decimal places for the exchange rate in the user settings.
8What could be the issue if saving a transaction is not permitted across all interfaces of the platform?
This issue may arise from empty fields in the input areas. Please ensure that no spaces are present in the entered text, as any existing spaces will hinder the saving process.
9Why can't I modify my own data in user management?
In our user management system, users are not permitted to modify their own data for security and compliance reasons. This restriction helps ensure that sensitive information is protected and that all changes are properly audited. If you need to update your information, please contact an administrator or authorized user who can assist you with the necessary modifications.
10What is the reason for not being able to save the remittance receipt transaction when two-factor authentication is activated?
Please check if the user has manually activated the verification option, which can be disabled. Alternatively, the administration may have enforced this feature. Also, ensure that WhatsApp is active on the beneficiary's phone.
11Why does the message "An error occurred" appear when defining agents on the platform?
This message appears because the default account for platform transactions has not been configured.