Some actions require Admin or IT access because they affect system integrity or financial data.
📌 Screenshot: [Support escalation flow placeholder]
Contact Admin when
You need a file reopened after closing.
You must credit or correct a supplier invoice.
A service or invoice is locked and you can’t proceed.
A client or supplier needs to be added or deactivated.
A voucher or commission calculation looks wrong.
📩 How: Send an email or teams message to the Administration / Finance team including:
File number
Description of the issue
Screenshot (if possible)
Contact IT when
Imports consistently fail.
You see a system error message (red banner or code).
You can’t log in or SSO / MFA fails.
Pages don’t load or data is missing from all files.
📩 How:
Email IT Support with:
File number (if relevant)
Step-by-step description of what happened
Screenshot of the error message
💡 Tip: For any urgent production-blocking issue (e.g., invoice not generating before client departure), call Admin or IT directly after sending the email.