“Only the certified accountant or fiscal manager can…” appears

Symptom

An operation that closes or confirms the accounting is refused with a message that names the certified accountant: “Only the certified accountant or fiscal manager can…” or “Only a Certified Accountant/Fiscal Manager can…”.

Message

Examples copied from the demonstration database in Portuguese, with the Accountant profile:

• When confirming a monthly depreciation batch:

  “Only the certified accountant or fiscal manager can confirm a depreciation batch. Simulate it and ask them to confirm.”

• When running the audit checks of a fiscal year:

  “Only a Certified Accountant/Fiscal Manager can run the audit checks of a fiscal year. Ask a Certified Accountant or Fiscal Manager to run them.”

On screen, the Accountant does not see these buttons: in Accounting › Close › Monthly depreciation they click Simulate, and the Confirm button only appears for Certified Accountant / Fiscal Manager. The Close › Year-end closing menu does not appear to them either. The messages were triggered through the integration.

Verified causes

The Certified Accountant / Fiscal Manager profile belongs to whoever signs the accounts. It holds what closes or confirms what the Accountant prepared: confirming the depreciation, the year-end closing and the audit checks. The Accountant prepares and simulates.

What to check

1. Whether the preparatory work is done (for example, the simulation of the monthly depreciation, with the amounts checked).
2. Who the company's certified accountant is and whether they have the profile in fiscaldoo: How to set the responsible certified accountant.

How to fix it

• Ask the certified accountant to confirm. Leave the simulation done: they open the same batch and click Confirm (How to process the monthly depreciation).
• If you are the company's certified accountant: the administrator chooses the Certified accountant (signs, closes periods) profile in the Profile tab on your form: How to give each user the right profile. That profile also includes Fiscal officer.

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

Expected result

With the Certified Accountant / Fiscal Manager profile, the Confirm button appears on the simulated depreciation batch and the operation goes through.

When to contact support

• The user has Certified Accountant / Fiscal Manager in the PT LOCALIZATION group of Advanced settings and the message still appears.

Information to send

Follow How to ask support for help and what information to send, with the batch or the fiscal year concerned and the full message.