Knowledge HubTroubleshooting

Troubleshooting

Why something is not appearing, not firing, or not adding up — and what to check first.

Nothing is showing

Why can't I see it?New

A tab, a client, a task, or a page is missing — the usual causes, in the order worth checking.

Something did not fire

Why didn't that happen?New

An automation, reminder, or recurring job did not fire — what to check, in order.

Working as intended

It looks stuck, but it isn'tNew

Six states that read as errors and are actually the system working correctly.

Money does not add up

The numbers look wrongNew

WIP, receivables, and invoice totals that do not match what you expected — where to look.