Scenario: User is trying to run a Positive Pay File but some Checks are not pulling up on the page.
This may be due to the Employee record being set to Inactive.
To troubleshoot this, here are the steps we may follow:
1. Navigate to Payments > Cheques > Positive Pay.
2. Under the Primary Information section, populate the following:
- Bank Account
- Cheque From
- Cheque To
3. If the Checks are not pulling up, open one of the Checks.
4. Click the Payee.
5. On the Employee record, you may see on the Employee ID/Name header or System Information if it is Active or Inactive.
If the Employee record is Inactive, the Checks under this Payee will not show in Positive Pay and cannot be processed.
To process the Checks, we need to activate the Employee by editing the record and clearing the Inactive checkbox under the System Information.
I hope this helps! Let us know if you have insights or other tips in the comments. 😊
