Problems with permissions and access
This article is for anyone who has hit a wall using the bulk fees, leases and bank debit upload, and needs to know exactly what has to change, and who can change it. It covers every permission and...
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This article is for anyone who has hit a wall using the bulk fees, leases and bank debit upload, and needs to know exactly what has to change, and who can change it. It covers every permission and access message in this feature, from before you can even open the wizard, to messages you can see mid-upload or on the Send card afterward.
The rule behind every message in this article
What you are allowed to do here is decided by two things only: whether you belong to the property, and whether you hold the specific permission the action needs. What kind of member you are does not decide it. Being a property manager, a board member, or any other kind of staff does not by itself unlock anything. If a message in this article says you lack a permission, the fix is always the same: someone who administers the property switches that permission on for you. Saying "I am the property manager" is never the answer; the permission switch is.
Before you can open the wizard
Three things must all be true before the Upload fees and leases button works, and a further, separate set of conditions unlocks Upload bank debit details. The button shows a short line underneath it, explaining which one is missing.
"Turn on accounting for this property first"
What it means. This message covers two different things at once: either accounting is not switched on for the property, or the property is not on a plan that includes this feature (a Kore or Premium plan).
Why it happened. The upload creates fees, leases and charges, which need accounting to be active on the property and a plan that includes the feature.
What to do. Ask whoever manages your URBI subscription to switch accounting on for this property, and to confirm the property is on a plan that includes it. You cannot do this yourself from this screen.
"Ask a property administrator"
What it means. You can see this property, but you do not hold the permission this card needs.
Why it happened. For the fees and leases card, this means you hold none of these three permissions: post journal entries, manage leases, or manage payments. Holding just one of the three is enough, so this message means you currently hold none of them. For the bank debit agreements card, it means specifically that you do not hold the payments permission, which is the only one that unlocks it.
What to do. Ask a property administrator to grant you one of the fee permissions (for the fees and leases card) or the payments permission (for the bank debit agreements card).
"Could not check eligibility for this property" / "Could not check bank debit readiness for this
property"
What it means. The system tried to check whether a card should be available to you, and the check itself failed to complete. This is not a "no"; it is an "unknown", usually caused by a brief connection problem.
Why it happened. The readiness or eligibility check for the card returned an error instead of an answer.
What to do. Press the Retry button shown next to the message. If it keeps failing after a few tries, contact your URBI administrator.
When you are signed out, or your session is not recognized
"Unauthorized" / "Not authenticated"
What it means. The system could not tell who you are. "Unauthorized" comes back from the server; "Not authenticated" is caught before any request is even sent.
Why it happened. Your sign-in session has no valid token, usually because it expired or you were signed out elsewhere.
What to do. Sign in again, then reopen the import.
When you are signed in, but not to the right property or batch
"No access to this property"
What it means. You are signed in, but the property named in the request is not one you belong to.
Why it happened. The action you tried to take (starting a batch, giving consent, viewing rows or paperwork) named a property you are not a member of.
What to do. Switch to a property you belong to, then try again.
"No access to this import batch"
What it means. The specific import batch you are trying to open belongs to a different property than the one you are viewing.
Why it happened. You tried to open, stage, resolve, or read the error report for a batch that belongs to another property.
What to do. Open the batch from the correct property.
"Property scope mismatch" / "Property does not match authorized property"
What it means. A request about bank debit connectivity or settlement named a property that does not match the one you are authorized for.
Why it happened. The property id posted with the request does not match your session's authorized property.
What to do. Switch to the correct property and try again.
"Conflicting property id"
What it means. A paperwork upload named two different properties in the same request.
Why it happened. The form and the page it was submitted from disagreed about which property the upload belonged to.
What to do. Reload the import and upload the paperwork again.
The payments permission, and what happens if you upload without it
The payments permission is separate from the three fee permissions, and it is the only one that controls bank debit agreements. Anyone with post journal entries, manage leases, or manage payments can create fees and leases; only someone with the payments permission can create, send, or manage bank debit agreements.
Only an explicit "off" setting takes the payments permission away. If nobody has turned it off for you, you have it.
If your payments permission has been turned off, here is what you can and cannot do in an upload:
- The bank debit rows and the staff declaration are read only for you.
- Your fee and lease rows still commit.
- The bank debit rows wait. They are not thrown away.
- You cannot continue a bank details only upload.
Someone who holds the payments permission can release the waiting bank debit rows from the Send card.
"Bank debit needs the payments permission."
What it means. On a bank debit row, or on the staff declaration, you can look but not change anything.
Why it happened. Your payments permission is turned off for this property.
What to do. Ask a property administrator to turn the payments permission on for you. Or carry on with the fee and lease rows, and let someone who holds the permission handle the bank debit rows.
"Still need: Payments permission"
What it means. You uploaded bank details only, with no fees file, and the Continue button on Launch settings will not enable, because a bank details only upload needs the payments permission.
Why it happened. Your payments permission is turned off for this property.
What to do. Ask a property administrator for the payments permission, or ask someone who holds it to run the bank details only upload.
"You do not have the payments permission for this property."
What it means. On the Review step, the readiness card cannot show you the property's bank debit status, because you are not allowed to see or manage payments here.
Why it happened. The readiness check found you do not hold the payments permission.
What to do. Ask a property administrator for the payments permission. Your fee and lease rows are never held up by this; only the bank debit part of the batch is affected.
"(N) bank debit rows excluded, missing payments permission. Every fee row still commits. The payments
permission is required to add bank debit agreements, or declare signed paper agreements. Ask someone who has it, or ask an administrator to grant it to you." / "(N) bank debit rows were not processed because you do not have the payments permission. The rest of the upload was still processed."
What it means. If you commit a batch while your payments permission is turned off, every fee and lease row still commits normally. The bank debit rows do not commit. They wait. The first message appears on Launch settings before you commit; the second appears on the result screen right after you commit.
Why it happened. The person committing the batch does not hold the payments permission, so the bank debit rows are held back rather than creating agreements nobody who is allowed to authorize them has approved. Nothing is lost.
What to do. After the commit, the Send card shows "(N) bank debit rows are waiting for someone with the payments permission." Someone who holds the permission opens the Send card and presses Retry waiting bank debit rows. You do not need to upload the bank details file again, and the fee and lease rows that already committed do not need to be redone.
3 bank debit rows are waiting for someone with the payments permission.
Retry waiting bank debit rows
The Send card line for bank debit rows that are waiting, with the button a member who holds the payments permission sees.
"You need the payments permission to send sign requests or acknowledgement notices for this batch.
${n} bank debit rows are left out of this send."
What it means. On the Send card, you can still send fee-related messages, but the bank debit messages in this batch will not go out while you lack the permission.
Why it happened. Same missing permission, checked again at send time.
What to do. Get the payments permission yourself, or have someone who already holds it send the batch's messages.
"You need the payments permission to remind unsigned people"
What it means. The Remind unsigned button is disabled because of the same missing permission.
Why it happened. Sending a reminder about a bank debit agreement is a payments action.
What to do. Ask a property administrator for the payments permission, or ask someone who has it to send the reminder.
"You need the payments permission to add bank debit agreements"
What it means. An individual staged message is held back for the same reason, and this exact wording is recorded against it as the cause.
Why it happened. The person committing or sending the batch lacks the payments permission.
What to do. Same as above: get the permission, or have someone who holds it act instead.
"You do not have permission to manage payments at this property."
What it means. This is the reason recorded directly against a bank debit row at commit time, seen by the engine that processes each row.
Why it happened. Same missing permission, checked a final time at the row level during commit.
What to do. Get the payments permission, or have someone who holds it press Retry waiting bank debit rows on the Send card. The row waits until then.
"Failed to verify permission"
What it means. The commit could not even complete its permission check.
Why it happened. The read that checks your permission failed, rather than returning a clear yes or no.
What to do. Try committing again. If it keeps happening, contact your URBI administrator.
Permissions for related accounting tasks near this feature
These two permissions are not part of the upload wizard itself, but you may meet them while working with the fees, leases and agreements this feature creates.
"You do not have permission to change invoice autopay."
What it means. You tried to turn autopay on or off for an invoice, and are not allowed to.
Why it happened. You do not hold the permission this action needs.
What to do. Ask a property administrator for the permission.
"You do not have permission to reconcile PAD files."
What it means. You tried to reconcile a bank debit file, and are not allowed to.
Why it happened. Same as above, for the reconciliation permission.
What to do. Ask a property administrator for the permission.
When the Send card shows nothing at all
The Send card renders nothing
What it means. No card, no message, nothing at all appears where the Send card should be.
Why it happened. The requests behind the Send card were refused outright, either because you are not permitted to import for this property, or because the property is not on a plan that includes accounting.
What to do. Ask a property administrator for import access, or check with whoever manages your subscription that the property's plan includes accounting.