Overview

The ERP Integration Transaction Status page provides visibility into deposits and direct deposits sent to Atrieve and lets you manage items that failed. Use this page to review failed entries, resend them to Atrieve, or mark them as sent after handling them outside SchoolCash Accounting.

Steps

  1. In Program Maintenance, open the ERP Integration Transaction Status page for Atrieve.
  2. The page displays a list of failed transactions. 
  3. For each failed entry, choose one option:
    • Resend - Sends the deposit or direct deposit to Atrieve again.
    • Mark as Sent - Records the item as sent to prevent duplicate submissions when it was handled outside SchoolCash Accounting.
  4. Confirm your selection. The status updates after processing.

Outcome

Failed deposits and direct deposits are resent to Atrieve or marked as sent. This reduces duplicate or missing submissions and provides clear visibility of transmission status.

Troubleshooting

  • Item will not resend - Verify your network connectivity and try again. If it still fails, contact your finance or IT team to confirm Atrieve availability.
  • Unsure which action to take - Confirm with your accounting team whether the transaction was already processed in Atrieve before selecting Mark as Sent.

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