Accounting Settings: Troubleshooting

DRAFT - do not publish until this feature is live in production. Convert to HTML before posting to Intercom and insert screenshots at all placeholders.

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"I can't create a budget"

Symptom: You click to create a new budget and see a blocked state or a message directing you to configure your fiscal year first.

Cause: Budget creation requires the fiscal year to be explicitly configured for the property. URBI cannot create a budget with the correct 12-period structure until a fiscal year start month has been saved.

Fix:

1. Go to Property Settings, then click the Accounting tab.
2. On the Accounting Settings card, click Manage.
3. Click the Fiscal Year tab in the drawer.
4. Select your fiscal year start month from the dropdown.
5. Click Save changes.
6. Return to the Budgets section and try creating the budget again.

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"I can't change my fiscal year start month"

Symptom: The fiscal year start month dropdown is disabled, the Save button is greyed out, and an info banner reads something like "Locked - the fiscal year start month can no longer be changed."

Cause: The fiscal year start month locks permanently once the property has either an existing budget or a posted journal entry. This is enforced at the database level to protect the integrity of existing financial data.

The info banner explains the specific reason, for example: "This property has an active budget (Budget FY2026) and posted journal entries."

Fix options:

• If you need to correct the start month before any real entries exist, delete all budgets for the property and ensure no journal entries have been posted, then re-open the Fiscal Year tab and make the change.
• If budgets or posted entries already exist and the month is genuinely wrong, contact URBI support. This requires a data correction that cannot be self-served.