If you find the Bank Statement Input/Import option is greyed out under the Banking menu in HandiLedger, follow the steps below to identify and resolve the cause.
Check your client and financial year
Before investigating further, confirm the basics are in place.
Ensure your client is selected in HandiLedger.
Check whether the financial year for that client is closed. Go to Entity, then click Close Years Accounts.
If closed and rolled over, go to Entity, then click Open Closed Year to reopen it.
Then go to Banking and click Bank Statement Input/Import to check whether the option is now available.
Check Practice Manager Security
If you use Practice Manager Security (that is, you need to enter a unique password to log in to HandiSoft programs), follow these steps to determine whether it is causing the issue.
Check whether other users also have the Bank Statement Input/Import option greyed out.
If so, ask your Administrator to temporarily disable Practice Manager Security.
Log back in to HandiLedger.
Select your client, and check whether the option is now available.
If the issue persists, follow the steps in the Rebuild Database files section below.
Log out of HandiLedger, then ask your Administrator to re-enable Practice Manager Security.
Rebuild Database files in HandiLedger
If the steps above have not resolved the issue, rebuilding the database files may help. Follow the steps below carefully.
⚠️Important: All users must close all HandiSoft programs before you begin.
Go to File Explorer and navigate to the HSoft\Data folder on the server drive.
Sort the files by Type.
Locate any files where the Type is .Reb and rename them.
Open HandiLedger on one computer only.
Select your client.
Go to Tools, then click Rebuild Database Files.
Tick all boxes within the Common data and Standard data areas, then click Rebuild.
Click Close when the rebuild is complete, then check whether the Bank Statement Input/Import option is now enabled for your client.