If menu options appear to be missing from Troika Wealth Management, it is often because the accounting period is marked as final or read only. This restricts the menu options displayed to prevent transactions being edited or added to the period.
In the event your accounting period is marked as final or read only in error, you can amend this by selecting a different period for your client, and selecting Client Periods – Edit from the Client tab. You can then click the edit button next to the relevant period and make the appropriate changes.