Common problems and what to check
The handful of things that actually go wrong, in the order worth checking them.
This list is short on purpose. It covers what people actually hit, not everything imaginable.
"My hours will not go on an invoice"
The three conditions, in the order they fail:
- Is the entry billable? Non-billable time never reaches an invoice.
- Does it have a client? A billable hour attributed to nothing is invisible to the invoice editor, which offers hours per client. See Time without a client.
- Is there a rate? Hours with no rate are shown and refused. Set one on the project, the assignment or the entry.
"I cannot issue this invoice"
Read the checklist. It lists exactly what is missing.
The two that are not about the document: your plan may include one invoice per month, and a VAT ID that does not match its country is a hard block.
"The invoice is wrong and it is already issued"
There is no edit. Issue a correction, and remember that finalizing the correction is what actually cancels the original.
"Nothing is arriving in the inbox"
Check the mailbox connection before concluding business is slow. Connections lapse routinely and nothing emails you about it. See When a mailbox disconnects.
"My files are gone"
Almost always a filter. If the toolbar is visible, files exist and your filter matches none of them. See Finding a file.
"A colleague can see something I cannot"
A permission, not a bug. The sidebar hides what your role would be refused anyway. See Roles and permissions.
"I cannot revert this trip"
Its costs are on a live invoice. Correct that invoice first, which releases them. See Approval and reimbursement.
"The app is in the wrong language"
Your profile decides it, and the same setting decides your email language. A document's language is separate and set on the document. See Set your language and formats.
"Nobody was reminded about the unpaid invoice"
Working as designed, and worth knowing: Steerd sends no payment reminders, to you or your client. See Payment and due dates.
Still stuck
Nothing here is destructive to try. If something looks wrong rather than merely unfamiliar, it is worth reporting: a rule number in the checklist that tells you to contact support is a genuine incompatibility rather than something to work around.