Troubleshoot Prismara ERP

Cause: You are not assigned to the project, the project is closed, or the task doesn’t accept time.

Resolution:

1. Ask the project manager to add you under Projects > the project > Team.
2. Check the project status is Active.
3. Check the task is open for time entry, or choose a different task.

Cause: Submitted and approved timesheets are locked so the time can be billed reliably.

Resolution:

1. If the week is Submitted and not yet approved, ask your approver to select Return so you can edit it.
2. If the week is Approved, ask your approver or Finance to reopen it. If the time has already been invoiced, Finance will need to issue a credit note first.

Cause: Usually rounding, a different VAT rate on the customer or line, or time logged in decimals that don’t divide evenly at the rate.

Resolution:

1. Check the VAT rate on the customer record and on each invoice line.
2. Check whether time is shown per person or summarised — summarised lines round once, per-person lines round each line.
3. Check for resale items or recharged expenses in a different currency, which are converted at the rate on the invoice date.
4. If the draft is wrong, correct the source item and select Refresh lines. If the invoice is already issued, create a credit note.

Cause: Convert to project was selected more than once, creating two projects.

Resolution:

1. Decide which project to keep.
2. Move any time or expenses from the duplicate to the project you are keeping.
3. Close the duplicate project with the reason Created in error.

Cause: Only currencies turned on for your organisation are offered.

Resolution:

1. Ask your Prismara ERP administrator to open Settings > Currencies and turn on the currency.
2. Set the customer’s Billing currency on the customer record before creating quotes or invoices.