Clearing Out Account Who is Processing Checks

Guide Steps

The Reason

FundControl only allows one user at a time to process checks, specifically during the moment that the system is issuing check numbers.  This is in place to ensure that no user will duplicate check numbers or cause a possible reconciliation, printing, or other issues.

However, if during a disbursement process a user is stopped for an abnormal reason (lost internet connection, session time-out, etc.), the flag field that locks this process for that user may not get cleared.  Thereby not allowing for the next user to process disbursement.

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The Fix

Here are the steps to fix this issue:

  1. Verify that that user is truly NOT processing disbursements.
  2. Navigate to Setups > Companies > Accounting > Disbursing > What to Do
  3. Clear out the account name in the Processing field and hit your RETURN/ENTER key.
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