Is the Cash Manager Account you have selected a valid account and set up correctly?
To check this:
Click the Safe Financials toolbar then click Cash Manager.
Click Bank then click Cash Manager Account
Check the details and If any amendments are required, right-click and select Modify Record.
Make the changes then click Apply.
Is there a Default Cash Manager Account set for the transaction type?
To check this:
Click the Safe Financials toolbar then click System Admin.
Click Setup then click Transaction Types.
Locate the Transaction Type then Go to the Interfaces tab.
Always Update the account, Does this show? This means you can select the account when posting, if an account code is entered, is it a valid or correct Cash Manager Account?
If any amendments are required, right-click and select Modify Record.
Make the changes then click Apply.
In the Company Set up is there a Default Cash Manager Account, is this the correct or valid Cash Manager Account:
To check this:
Click the Safe Financials toolbar then click System Admin.
Click Setup then click Company Details.
Click the Sales tab then on the Main tab.
Check the Cash Manager Account is showing.
To amend if incorrect, right-click and select Modify Record.
Select the correct Cash Manager Account then click Apply.
Once you checked the above and made any amendments if you're still receiving the error, Please contact us, reference the title of this article, providing screenshots showing the relevant account details together with full details of the error message.