Problem
A field is locked-- user can't enter data
into Goldenseal
accounting software when
they think they should be able to
Diagnosis
1. What is in the Status popup (at left)?
2. What is in the Breakdown popup (at left)?
3. Try to duplicate it here, with the exact values for that record.
4. What is record date, and/or the users password
access level?
5. Open the Custom
Layout-- double-click on the offending field.
Solution
1. If status is locked (Billed, Paid, Deposited, Awarded
etc), some fields are locked. They'll need to cancel the paying
trans, or enter an offset trans instead of changing this one. You may
need to explain why we lock it after it's paid (so the purchase
amount is the same as the check used to pay for it).
2. If the breakdown is Category or Item, the Amount or Time Spent field is locked. Enter
amounts into the breakdown (or switch to None breakdown).
3. Some fields are disabled for certain values of other fields--
usually a popup that is close to the field (e.g. in Subcontractor
Costs, Time Used field is off when Dollar Billing is
selected).
4. If an old record, they may have time lockout. Or they may
not have data entry access (check the Password level
for diagnosing both these problems).
5. Make sure the Editable checkbox is turned on.
Click here for more about locked
accounting records.
Comments
Entered 4/16/02 by Casey. Updated 11/13/2010.
|
