Claim Preparation – No fund/ledger codes showing to select

Claimants are showing to select and add in claims for additional contracted hours and supply but on selecting the fund and ledger there is nothing to choose.

Check in FMS that the financial year is Started.

In Claims Preparation use the Refresh Cache option.

If this is the first claim they have prepared since having a new FMS Database, check in the FMS database in Tools>General Ledger Setup that fund codes and ledgers have been setup.

When logging into claims note the database name either FMS_ schoolname or FCR_schoolname

Check if this is the same as the FMS Connect.ini.

Reviewed – 16/02/2018


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