“Only the accountant…” or “Only accounting profiles can…” appears

Symptom

With a profile without accounting (Invoicing, Management, Auditor or HR manager), an accounting operation is refused with a message that names the accountant or “accounting profiles”.

Message

Examples copied from the demonstration database in Portuguese:

• On screen, with the Management profile, on a CMVMC proposal: clicking Cancel and then Confirm opens the Invalid Operation window:

  “Only accounting profiles can cancel a CMVMC proposal.”

• Through the integration, with Management and with Auditor, when posting the same proposal:

  “Only accounting profiles (Accountant or higher) can post the CMVMC entry. Ask an accountant to post it.”

• Through the integration, with the Invoicing profile, when running the automatic reconciliation of the Bank journal:

  “Only the accountant runs the automatic reconciliation: ask the accountant of your company.”

• Through the integration, with the Invoicing profile, when settling the VAT for September 2026:

  “Only the Accountant, the Fiscal Administration and the Fiscal Officer can settle the VAT of a period. How to fix it: ask one of them to do it.”

• Through the integration, with the HR manager profile, when requesting the indicators of the Accounting dashboard:

  “Your profile does not include the Accounting dashboard, which is for the accounting profiles. You can keep working on invoices and payments in Invoicing; to see the dashboard, ask the administrator for the Accountant profile.”

Management opens the CMVMC proposal (in the demonstration, through a link) and sees the Calculate, Record and Cancel buttons: the message only appears after clicking. The refusal changes nothing: the proposal stayed in draft.

The Invoicing profile does not have the Accounting app (I cannot see a menu or a button). If you open an accounting record through a link, the No access window appears, not these messages: I do not have permission to do this operation.

Verified causes

Posting, settling VAT and reconciling the bank belong to the Accountant and to the levels above (Certified Accountant / Fiscal Manager, Fiscal administration). The Invoicing profile issues invoices, credit and debit notes and receipts, without journal entries. Management and Auditor consult, but do not post or cancel.

What to check

1. Whether the task really is accounting or exists in Invoicing (for example, recording a customer payment is done on the invoice: How to record a payment received and issue the receipt).
2. Who in the company has the Accountant (operates) profile or higher.

How to fix it

• Ask the accountant to do the operation. For example, the VAT settlement: How to settle the VAT for the period.
• If accounting becomes your task: the administrator chooses the Accountant (operates) profile in the Profile tab on your form: How to give each user the right profile. That profile includes invoicing.

Who does it: the accountant; or the administrator, who gives the profile.

Expected result

With the Accountant profile, the Accounting app appears the next time you log in and the operation goes through.

When to contact support

• The message appears for a user with Accountant (or higher) in PT Localization — Invoicing, accounting and tax levels, in Advanced settings.

Information to send

Follow How to ask support for help and what information to send, with the operation, the period and the full message.