Wallet Reconciliation (unpaid invoices/unable to send remote signatures)

How to reconcile unpaid invoices within the wallet setup

  1. Log into the 1040 Software as a user with Administrator rights.
  2. Navigate to Setup > Wallet Setup
  3. Access "invoices" tab
  4. Select the invoice that has unpaid invoices
  5. Click the pay button (on the invoice page) to pay the invoice from the current wallet funds
  6. Complete this for all unpaid invoices
  7. "Transmit to CS" the software and that will pick up "MGMT Records" that will remove the restriction.