Database error

Error Message:  Database error.

Error that comes up now and then when trying to transfer Trust at the time of billing.  

It simply says “database error” and then reverts the trust applied back to zero.

Check the following:

1.         Is the file on hold? Check File Manager for these settings:

2.         Is there a Trust Receipt hold? 

Check this setting in Admin –> Firm –> Settings –> File

Check the "file group" on the file in the billing settings section in case they use a different Trust account the the default.

You would then have to check the date on the client ledger to see how old the receipt is and count to see if the hold still applies.

3.         Is Accounting restriction on for the period that the bill is being created for?

Check ADMIN -> FIRM -> SETTINGS -> FEATURES.  “Accounting entries allowed on or after”.  

Also, check if the GL period for the date of the bill is closed. 

FINANCIALS -> CLOSE PERIOD TAB.

4.       Sometimes in Select Charges the Receipts and Trust Up To date is stating a date (like Jan 1, 1990) that doesn’t include the latest trust receipt.  Try changing this date to a current date.  BILLING -> REVIEW CHARGES.  Edit the invoice.

5.       The Bank rec is closed for the period that you are trying to do the transfer for.   

This can happen at the end of the month.   A bill, for let’s say, Feb 28th, and was trying to apply trust but the Feb bank rec was closed.  Solution: either reopen the bank rec or re-Request the bill with March 1 as the bill date.

6.       Client is trying to apply Trust to a file in Review Charges and once they enter the amount and press tab they get "database error".  Check the bank account privileges for both the Operating Account and the Trust Account.