Documents, drafts and posting
Almost every nothing happened report turns out to be one of three things: it is still a draft, it is a document type that was never meant to post, or it finalised and the posting failed somewhere you cannot see.
Each answer is two or three sentences and a link. The page behind the link is the one that owns the explanation and the one that gets corrected when the product changes.
I saved it and nothing happened.
Almost always it is still a draft, and a draft is invisible to every other screen, every report and every downstream document. Troubleshooting has the check, and How Work Actually Runs explains what Finalise starts that Save does not.
Why can’t I edit this? The field is greyed out.
Values that drive posting freeze when a document is finalised; descriptive ones sometimes do not, and which is which is a property of the document rather than a permission someone can grant you. The Generic Document explains the model and Editing an Item covers the master-data half.
What actually happens when I press Finalise?
Finalise is a separate operation from Save: it starts a job processor that fans out into the journal, stock, costing, the knock-off queue and the e-invoice queue, and the screen comes back before most of that has finished. How Work Actually Runs traces one Finalise end to end.
My printed invoice looks wrong, or will not print at all.
The layout comes from an uploaded template plus a per-branch default, and a branch with no default selected cannot print at all. Printable Formats and Per-Branch Defaults explains the four rules by which the screen, the emailed PDF and the e-Invoice PDF each choose a layout.
Every sales invoice fails with “Default GL Code not configured”.
The company this document belongs to has no default GL code mapping, and in a group it is usually the second or third company where nobody finished the setup. Troubleshooting names the fix and Chart of Accounts Setup is where you do it.
I posted a journal to the wrong account. How do I correct it?
You void it and post again rather than editing — a posted journal is immutable on purpose, so the correction is itself a document with its own audit trail. Journal Entries walks the void and the re-post.
A document has disappeared from a listing.
Listings are filtered by default, usually on status and a date range. Open Advanced Search and widen the range before concluding anything is lost — Troubleshooting lists the other places documents hide.
Where does my document number come from, and can I change the format?
One counter table sits behind every running number, and a document can be numbered at tenant, company or branch level. Document Numbering says when the number is assigned, why there are no gaps, and what you can and cannot change.
The document is Final but it is not in the general ledger.
Finalising and posting are two different things, and a document can be final with no journal behind it. Run Trace Document in the Financial Report applet, which reports why a given document did or did not produce one.