User unable to create recurring entry

Question

We have a user role for our bookkeeper and she is unable to create a recurring entry (non web version of account right).

Which role do I need to activate to achieve this (she has access to recurring list activated already)

Thanks

Princess_R · Answer

Hi @John21,

Thanks for your response.

Since the user already has full access to the sales and purchases roles, it might be worth trying to grant them banking access as well. Sometimes, recurring transactions require specific banking permissions.

If the issue persists even after granting banking access, could you please provide a screenshot of any error message that appears when the user tries to save a recurring transaction? Additionally, a screenshot of the user's roles and permissions would be helpful in diagnosing the problem more accurately.

Looking forward to assisting you further.

Cheers,

Princess

John21 · Answer

They already have full access to the sales and purchases roles.

The link provided didnt help either

Anything else?

Doreen_P · Answer

Hi @John21,

Thanks for your post.

If a bookkeeper needs to create recurring entries, he may need to have the 'Sales' role to do this. More information regarding your concern can be found here.

Feel free to post again anytime if you require further assistance. 
 
If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

Best regards,

Doreen