FAQ

1. Why can't I create a new client?

Possible Causes

One or more required fields are empty.
Client Name already exists.
Client Code already exists.
Billing Currency or Billing Type has not been selected.
Client Manager has not been selected.
You do not have permission to create clients.

What You Can Do

Complete all required fields.
Enter a unique Client Name.
Use a unique Client Code.
Select valid Billing Currency and Billing Type.
Select a Client Manager.
Contact your administrator if the issue continues.

2. Why am I getting a "Duplicate Client Code" error?

Possible Causes

Another client already uses the same Client Code.

What You Can Do

Enter a unique Client Code.
Search the client list before creating a new client.

Possible Causes

No employees have been assigned as Client Managers.
Employee information is still loading.
You do not have permission to view employees.

What You Can Do

Refresh the page.
Wait for the employee list to load.
Contact your administrator.

4. Why can't I edit a client?

Possible Causes

You do not have edit permission.
Your login session has expired.
The client record is locked by another process.

What You Can Do

Sign in again.
Verify your permissions.
Try again after a few minutes.
Contact your administrator if the issue continues.

5. Why can't I delete a client?

Possible Causes

The client is linked to one or more active projects.
The client has unpaid invoices.
The client is associated with active contracts.
You do not have permission to delete clients.

What You Can Do

Complete or reassign active projects.
Resolve outstanding invoices.
Verify your permissions.
Contact your administrator if deletion is required.

6. Why is the Client list not loading?

Possible Causes

Slow internet connection.
Temporary server issue.
Network interruption.
No clients have been created.

What You Can Do

Refresh the page.
Check your internet connection.
Wait a few minutes and try again.
Contact your administrator if the issue persists.

7. Why can't I search for a client?

Possible Causes

The entered Client Name or Client Code is incorrect.
The client has been deleted.
No matching client exists.

What You Can Do

Check the spelling.
Search using the Client Code.
Search using the registered email address.
Clear the search field to display all clients.

8. Why am I getting a "500 Internal Server Error"?

Possible Causes

The server encountered an unexpected problem.
Backend services are temporarily unavailable.
The application is under maintenance.

What You Can Do

Refresh the page.
Try again after a few minutes.
Contact your system administrator if the issue persists.

9. Why am I getting a "403 Access Denied" or "Unauthorized" message?

Possible Causes

Your role does not have permission to manage clients.
Your login session has expired.
Access has been restricted by your administrator.

What You Can Do

Sign out and sign back in.
Verify your assigned permissions.
Contact your administrator if necessary.

10. Why aren't my changes visible after updating a client?

Possible Causes

The update was not completed successfully.
The page has not refreshed.
Temporary synchronization delay.

What You Can Do

Refresh the page.
Verify that the update completed successfully.
Update the client again.
Contact your administrator if the issue continues.