To solve the issue of payment accounts not appearing when creating a customer or vendor document, please verify that the account has been added to the chart of accounts and that it is not archived, that its status is available for payment and collection, that it is a sub-account (level 3 or higher) and not a main account, and also verify the accounts that your user is allowed to pay through.
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Solution steps:
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After verifying that the account has been correctly added to the chart of accounts and is not archived, and that the payment and collection option is enabled for the account, and that it is a sub-account (level 3 or higher) and not a main account.
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Go to Settings.
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Select Users.
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Click Edit next to the name of the user you are experiencing the issue with.
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Verify the accounts that payment and collection can be made through.
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Select the appropriate accounts and then click Save.
Note:
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If the accounts have not been added to the user, they will not appear to them when creating documents. (The main user super admin) automatically sees all accounts without needing to specify them).
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If the account is archived, it will not appear anywhere. You can recover it from: Accounting > Chart of Accounts > Account Archive.
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If the account is a main account with sub-accounts under it, use the sub-account where transactions actually occur, as the main account does not appear in documents.
