Troubleshooting & FAQ

Most “something’s broken” moments in Inkome aren’t bugs — they’re a context you didn’t expect, like the wrong space being active or a label that’s just different for your business type. This page lists the common symptoms and the first thing to check for each, in plain symptom → check form.

Data & context

A deal or collection I just created has vanished. Check the space you’re in. All business data is isolated per space — deals, collections, and costs only show inside the space they were created in. If you switched spaces (or organizations) since creating the record, switch back using the switcher. The data isn’t gone; you’re just looking at a different stream.

I switched spaces and everything looks different. That’s expected. Each space carries its own business type, so the labels, forms, default stages, and dashboard widgets all change with the space. Confirm you’re in the space you mean before assuming something’s wrong.

My dashboard totals don’t match what I expect. Check the dashboard Currency, Stage, and Unit controls — if any is filtered to something other than ALL, the figures are narrowed accordingly. Also remember that mixed-currency amounts are converted using the closest available rate per record, so a converted total won’t equal a naive sum. See The dashboard.

My Planned figure dropped, and I didn’t delete any plans. Planned revenue now counts a collection plan only when the deal behind it sits on a stage you allow collections against (Collection stages, Revenue Active by default), and it drops plans on an excluded stage. Plans typed onto leads or parked on written-off deals used to be counted; they aren’t any more. If some of them genuinely belong in your forecast, add those stage categories to the Collection stages setting in Data Labels.

Total Pipeline dropped when I picked a specific year. That’s the year filter doing its job. With a year selected, each open deal contributes only what it’s planned to bring in that year; a deal with no plans falls back to its full amount placed in its close-date year, and a deal with neither has no year to belong to. Switch to All Years to see every open deal at its full value. See How the summary cards add up.

My All Spaces total doesn’t equal the spaces underneath it. It should. Check that Stage and Unit are both on ALL, and remember that mixed-currency amounts are converted per record, so a converted total won’t match a naive sum. If the gap survives both checks, it’s worth reporting. See How the summary cards add up.

One company shows up twice on the Clients page. Client rows are grouped by the client name typed on each deal. Matching folds case and Turkish letters, so ACME and Acme are one row — but punctuation and legal suffixes aren’t folded, so “Acme Ltd” and “Acme Ltd.” stay separate. Fix the name on the deals themselves and the rows merge. See Clients.

A client’s Overdue column is blank instead of 0. Blank means nothing is owed yet — the client has no revenue-active (won, still-being-collected) deals, so there’s no due amount to measure against. The same goes for the collection Rate. A zero would have claimed something different. See Clients.

Labels & terminology

The labels look wrong for my business — it says “Deals” but I sell products. The vocabulary is driven by the space’s business type. “Deal” is the services label; an e-commerce space says Product, digital says Product, and SaaS says Plan. Money in is Collection / Sale / Sale / Invoice across the four types. If the labels don’t match how you work, you likely picked the wrong business type when the space was created. You can change it by editing the space (Settings → Spaces → Edit), which re-skins the labels across the space. See the full Business-type terminology matrix and Dynamic terminology.

A field I expected on the form isn’t there. Forms show only the fields that make sense for the business type. A services deal asks for Client Name and Close Date; e-commerce hides those and shows Platform, Unit Price, and Commission Rate instead. This is by design — see Business types.

AI assistant

The agent says I’m out of credits or I’ve hit my daily limit. Each message costs credits depending on which agent answers (1 for the Inkome Assistant and Accountant, up to 3 for the CFO), and each plan caps how many messages you can send per day — 10 on Free, 50 on Maker, 200 on Founders Edition. Wait for the daily reset, or move up a plan in Billing & plans. Reports (“deep tasks”) have a separate monthly cap.

I @mentioned an agent but got the Inkome Assistant instead. You mentioned an agent your plan doesn’t include. The CFO, Analyst, Sales Director, and Accountant unlock on Maker; Scale Up and Marketing are on Founders Edition. When you mention an unavailable agent, Inkome falls back to the default Assistant rather than failing. See Mentions, routing & delegation.

Team & access

I invited a teammate but they can’t access the data. Check three things: that they accepted the invitation, the role you gave them (owner, admin, or member — members have narrower permissions, e.g. they can only work on collections assigned to them), and that they’re in the right space. Re-send the invite from Inviting your team if it expired.

A member can’t create collections. That’s the role at work. Only owners and admins create collections; members can work on ones assigned to them. Raise their role if they need more. See Members & roles.

Currency

My multi-currency totals look off. Conversion is date-aware, not today’s-rate: each record is converted using the closest available rate for its own date, then summed. So a converted total deliberately won’t match a flat sum of the raw amounts. Internally rates are stored relative to EUR and cross-rates (TRY ↔ USD) go via EUR. You never enter rates by hand. See Multi-currency collections and Currency settings.

Access & plans

I can’t sign in — it says to confirm my email. The account exists but the address has not been confirmed yet. Follow the link Inkome emailed you when you registered; if it has expired or never arrived, the sign-in page offers to send a fresh one.

A feature is locked. Every signed-in account can use the AI assistant, but the agents beyond Inkome Assistant, and the monthly message quota, depend on your plan. If a feature is locked, it belongs to a higher plan rather than being broken — see Credits for how the message allowance works.

Still stuck?

If a symptom isn’t here, the quickest diagnostic is almost always: confirm the organization, then the space, then the business type — most surprises trace back to one of those three. For terminology questions, the Glossary defines every term used in this guide.

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