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Completion blockers

Find the field that prevents completion.

Existing records remain unchanged when an editor cannot save. Inline Required messages identify what needs attention.

Current app path

Open the affected editor; for documents use Inbox → Add documentsAccount, transaction and asset validation plus encrypted retryable photo intake shared by Inbox, Chat and asset drafts are available through the external beta.

Required

  • Every field marked Required
  • Valid transaction amount, date, currency and direction
  • Asset type, ownership and treatment

Optional

  • Notes, descriptions and supporting evidence unless marked Required

What can block completion

  • Blank or invalid required values
  • A split that does not equal the source amount
  • Camera permission when scanning or using the camera
  • A system picker that does not appear
  • A file unavailable to the picker
Local financial data
A blocked save does not replace the record. An attachment is not committed until the workflow completes.
Privacy or AI boundary
Local editors stay local. An unfamiliar import or AI suggestion has its own disclosed boundary.
If it does not work
Cancel to preserve the original, correct each Required message and try again. Photo selection uses the system picker; retry from the originating flow before reselecting a retained attachment. Check camera permission only for scanning or camera use.
01

Account or transaction

  1. Read every inline Required message.
  2. For an account, provide a valid account type.
  3. For a transaction, verify amount, date, currency, direction, category/type and split total.
  4. Choose Save transaction or the editor save control again.
02

Asset

  1. Review the draft's original answers.
  2. Confirm asset type, ownership status and Position treatment.
  3. Add the required valuation date when a value is present.
  4. Correct the highlighted relationship and save; later corrections preserve the original answers.
03

Photo or document

  1. Choose photos with the system photo picker; broad Photos-library permission is not required.
  2. Return to the Inbox, Chat or asset draft that started the intake if the picker does not appear or processing stops.
  3. Retry and confirm the selected attachment remains present before selecting it again.
  4. Check camera permission only when scanning or using the camera. For Files, confirm the provider still exposes the document.
  5. If it continues, prepare a diagnostic preview; do not attach the financial file to support email.