How to fix Error: Reconciliation Template has not been set for this account.

Modified on Thu, Feb 24, 2022 at 9:04 AM

You might get an error that looks like this when attempting to prepare a reconciliation for which one of ART's standardized forms has not been assigned.  This usually will happen when new accounts have been set up with the importing of a balance, but then assigning of attributes has been forgotten.



To rectify the error, the Rec Form must be assigned to the account.  Go to Accounts > Account Mass/Bulk Update and use the search parameters to find the account for which the attribute is missing.  Click on Search + Bulk Update



ART will pull back the account(s) specified.  Check the checkbox(es) to the left of the account(s) in order to edit them. Select the appropriate Rec Form from the dropdown and click 'Save'

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