“Your profile cannot…” appears in treasury, invoicing or sales

Symptom

An operation on payments, Multibanco references or delivery notes is refused with a message that starts with “Your profile cannot…”.

Message

Examples copied from the demonstration database in Portuguese, triggered through the integration:

• With the Invoicing profile (and also with HR manager), when issuing the payment note of a payment:

  “Your profile cannot issue payment notes: only Treasury and the accountant do.”

• With the Invoicing profile, when cancelling a Multibanco reference (and with HR manager, when issuing one):

  “Your profile cannot do this: Multibanco references are issued by Invoicing, Sales, Treasury and the accountant, and cancelled only by Treasury and the accountant. Ask a user with one of those profiles to do it, or ask the administrator to review your profile.”

• With the Accountant profile (and also with HR manager), when communicating delivery notes to the AT:

  “Your profile cannot communicate transport guides to the Tax Authority. Ask a user with the “Fiscal Officer” profile (Settings > Users) to press “Communicate to the AT” on this guide, or ask the fiscal administrator to let your profile do it.”

Each message says whom to ask, but not always in the same place in the sentence: read it to the end. The Issue payment note button belongs to the treasury profiles and to Accountant: fiscaldoo does not show it to anyone without them.

Verified causes

• Payment notes: they belong to Treasury and to Accountant. The Treasury field in Advanced settings has the levels Treasury: User, Treasury: Approver and Treasury: Manager. The Invoicing profile does not issue payment notes to suppliers.
• Multibanco references: Invoicing, Sales, Treasury and the accountant issue them; only Treasury and the accountant cancel them.
• Delivery notes: communicating them to the AT belongs to the Fiscal officer and to the profiles the fiscal administrator allows. In the demonstration, Invoicing passes this check; Accountant and HR manager do not.

What to check

1. The refused operation and whom the message tells you to ask.
2. Who in the company has that profile.

How to fix it

• Payment note or cancelling a Multibanco reference: ask Treasury or the accountant. If the task becomes yours, the administrator chooses the Treasury level in Advanced settings on your form (or the Accountant (operates) profile, which includes payments and accounting): How to give each user the right profile.
• Issuing a Multibanco reference: ask whoever invoices (Invoicing or Sales), Treasury or the accountant.
• Communicating a delivery note: ask the Fiscal officer to click Communicate to the AT on the delivery note (“Only the Fiscal Officer can…” appears says who gives that profile). The other way out is the one the message gives: the fiscal administrator lets your profile do it.

Who does it: whoever has the stated profile; or the administrator, who gives the profile.

Expected result

Done by someone with the stated profile, the operation goes through. The Issue payment note button only appears on a payment note in Draft with the approval status Ready to pay: in other states it does not appear, even for Treasury.

When to contact support

• The message appears for a user who already has the profile it names.

Information to send

Follow How to ask support for help and what information to send, with the payment, the reference or the delivery note concerned and the full message.