Resolving the Recurring Transactions Icon Not Appearing: User Permission Verification and Access Rights

Guidelines on how to resolve the issue of the Recurring Transactions icon not appearing in the system.

Answer:

If the Recurring Transactions icon does not appear in the system, you can resolve the issue by following these steps:

1. Navigate to Accounting:

   • Through the Accounting menu, you must ensure you navigate to Recurring Transactions. If the icon is not visible, this means you need to grant permission to the user.

2. Grant Permission to the User:

   • You must go to Settings.
   • Then navigate to Users.
   • Select Manage Roles from the top options.
   • Click Edit next to the role you wish to add the feature to.
   • Select the appropriate permission for the Recurring Transactions icon.
   • Click Save.

Additional Notes:

• Ensure that the user has permission to access Recurring Transactions.