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I can only look up and view transactions but I can't post or create a new transaction

Created on  | Last modified on 

Summary

I can't post any transaction in my file, all icons are greyed out.

Cause

  • Accountant's copy
  • Expired monthly Subscription plan
  • Expired SAN plan
  • Sage Drive file - login as 2nd user
  • User does not have enough rights
  • Ports are blocked
  • Converted from subscription to perpetual

Resolution

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

Option 1: I renewed my service plan last year but I decided to purchase Sage 50 outright this year

  • Contact Customer Service to update your account service plan

Option 2: Accountant's copy

  • It is designed for Accountant to enter year end adjustments, which allow the user to do only General Journals
  • If you can't use the General journal you may:
    • Have been on a SAN or Monthly subscriptions plan and decide not to renew
    • The software will be in read-only mode, where you can only view but not post

Option 3: Shared Sage Drive shared file - Read only - with 2016.3 to current 2017.x and higher

  • When a 2nd user logs into same Sage Drive file, it automatically go to read only mode, where 2nd user can view and print and email reports and forms

Option 4: User rights

  • If you are not logged in as sysadmin username, make sure to check the User profile that this user has assigned with enough rights to post to each module

Option 5: Lack of Windows permissions

  • Program not installed as the Windows administrator.
  • Try right-clicking the program icon and select " Run as administrator."
Option 6: Ports are blocked

Option 7: Folder permissions

  • Ensure the folder permissions for the necessary groups/usernames are set to Full Control

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