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.

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 & beta

I can’t get into the chat / a feature is locked. Inkome is in closed beta, so some features — the AI assistant in particular — are gated to allowed accounts and plans during the rollout. If a feature is locked, it’s likely not enabled for your account yet rather than broken.

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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