I do not see a menu or a button

Symptom

A colleague or an article points to a menu, an app or a button (for example Accounting, Record submission or Confirm) and it does not exist on your screen. No message appears.

Message

There is no message: fiscaldoo hides what your profile cannot use. There are two places where you can check.

In your personal menu (your name or initial, at the top right), Why can't I see…? lists the areas hidden on purpose, the reason and whom to ask:

“Why can't I see…? These areas are hidden from you on purpose, because of your profile or to protect personal data. Nothing is missing or broken.”

In the Search menu… box, at the top, a menu your profile does not have gives “No menu found.”. In the demo, with the Billing profile, “Reconciliação” gives nothing; with the Accountant it gives Accounting › Reconcile › Banks and cash › Bank reconciliation and three more.

Verified causes

• The profile does not include that menu or button. Examples seen in the demo:
  • the Billing profile does not have the Accounting app (its work is in Billing);
  • the Accountant simulates the Monthly depreciation but does not see the Confirm button, which only the Certified Accountant / Fiscal Manager has;
  • the Accountant opens a validated periodic VAT return and does not see Record submission, which belongs to the Fiscal officer.
• The area is protected because it holds personal data, such as payslips and medical absences. Why can't I see…? says who sees them.
• The app is not installed in this database. In that case it appears to nobody, not even the administrator: How to activate invoicing and the fiscaldoo apps.

What to check

1. Open Why can't I see…? and look for the area. If it is there, the reason and the person to ask are written.
2. Type the menu name in Search menu…. If it appears, the menu exists for you: the path shown takes you there.
3. If it is a button: check the document's state. Many buttons only appear in one state (for example Record submission only on a Validated return).
4. Ask a colleague who sees the menu which profile they have.

How to fix it

• The task belongs to someone else: ask them to do the operation. For example, the Accountant simulates the depreciation and the Certified Accountant / Fiscal Manager confirms it.
• The task becomes yours: ask the administrator to give you the profile, in the Profile tab or in the Advanced settings of your user record: How to give each user the right profile.
• The app is not installed: only the administrator installs it.

Who does it: the database administrator (only they see Settings).

Expected result

After the administrator changes the profile, the menu or button appears the next time you log in to fiscaldoo, and Why can't I see…? no longer lists that area.

When to contact support

• A colleague with the same profile sees the menu and the user does not.
• The administrator does not see the menu either, and the app is installed.

Information to send

Follow How to ask support for help and what information to send. Include the name of the menu or button, the path where you expected it and the profile you have.