Help and Troubleshooting › PrincipalsInvoice
Principal Invoices
| Symptom | Likely cause | Fix |
|---|---|---|
| You cannot access the invoice workspace. | The sign-in screen is displayed or the credentials have not been entered. | Complete Enter User Name and Enter Password, then select Login. If needed, use Reset Password. |
| The list does not show the invoice category you expected. | The wrong invoice scope is selected. | Open Account Invoices and select All, Sales Invoices, or Commission Invoices as appropriate. |
| Required information is missing from the list. | The current layout does not display the needed columns. | Select Columns Chooser, adjust the visible columns, then save the layout with Update Current or create a new one with Add Layout. |
| The exported information is not current. | The list was not refreshed before export, or the wrong category or layout was selected. | Select Refresh (icn-update), confirm the invoice category and visible columns, then select Export again. |
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