Troubleshooting

Common issues and solutions when working with Kraal.

Transactions

PDF upload fails or returns no transactions

• Check the file format — Use bank-generated PDFs, not scanned images. Kraal needs structured text to extract transactions.
• File size — Very large statements (100+ pages) may time out. Try splitting into smaller files.
• Password-protected PDFs — Remove the password before uploading.

AI categorization is inaccurate

• Map the vendor — Once you manually categorize a transaction, map the vendor so future transactions from the same payee are auto-categorized.
• Check the chart of accounts — If the correct account doesn't appear in suggestions, verify it exists in your client's COA.

Automated Close

ERPNext accounting dimensions error

If you see an error when refreshing accounting dimensions from ERPNext, this is a known issue being worked on. Contact support for assistance.

Close period stuck in "collecting" status

• Check template — Ensure a close template is assigned to the client.
• Check permissions — Verify the user has permission to run close actions for this client's org.
• Contact support — If the issue persists, reach out to the Kraal team.

Close pack generation fails

• Ensure all required close period items are marked as complete.
• If the issue persists, contact support.

Exports

CSV export has missing data

• Review incomplete — Ensure all transactions are approved before exporting. Unapproved transactions are excluded.
• Vendor not mapped — Transactions without a vendor mapping may have blank vendor fields in the export.

QuickBooks import rejects the CSV

• Date format — QuickBooks expects dates in MM/DD/YYYY format. If your export uses a different format, check with your administrator.
• Duplicate detection — QuickBooks may flag transactions that were previously imported. This is normal if you're re-exporting.

Getting help

If you're experiencing an issue not covered here, contact your Kraal administrator or reach out to support.