ERP - Core

This can be caused by the SYS_BUDGETS and NL_ACCOUNTS tables not being in sync. If you can see budget figures in the system but they are not appearing in the template, contact support. The team will need to investigate, run scripts, or liaise with the hosting or development teams.

Nominal Budget template shows no budget figures

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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