Troubleshooting

Getting Started

Recover a failed or partial import

Read import outcomes, correct only the missing records, and avoid duplicating successful rows.

Banking

Bank transactions are not syncing

Check connection status and missing activity before reconnecting or importing again.

What to do when a bank transaction appears twice

Separate duplicate feed rows from an existing accounting record before excluding or correcting anything.

Why is the bank payout smaller than the invoice payment?

Reconcile processor clearing, fees, refunds, and net bank payouts without recording the sale twice.

Sales & Receivables

Fix an invoice email that was not sent

Check delivery separately from posting and retry the existing invoice without creating a duplicate.

Products & Inventory

Why does stock in Bokeping differ from my count?

Check item type, dates, opening stock, and source documents before changing inventory quantity.

Accounting

Why can I not edit, delete, or void a transaction?

Find the linked payment, bank match, reconciliation, or locked period that affects a correction.

Reports

Why is my profit different from my bank balance?

Separate earnings from loans, owner funding, transfers, and the timing of customer and vendor payments.

Why does a paid invoice still appear overdue?

Check receipt allocations and reporting dates before recording the customer payment again.

Why does a vendor balance differ from the statement?

Check missing bills, payments, advances, and report dates before changing your payable balance.

Settings

Why is the sales tax on an invoice unexpected?

Check exemptions, tax-inclusive pricing, line discounts, and rates before changing tax settings.

Why can I view a page but not create or edit?

Check the company, role, plan, document limits, and transaction state before changing access.