Approve an ACH unlock request

• Director
• Admin
• Finance
• Needs: Unlock ACH
• School setting: Accept ACH
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Unlock ACH permission. A director grants it under Manage School → Staff → Permissions.
• Your school must have Accept ACH turned on. It's a school setting, ask your director.

ACH unlock requests come from staff without Unlock ACH, or from parents who tap Request Unlock. Only people with Unlock ACH can decide them.

Steps

1. Open Approval Center (Approvals on phones), tap Billing, and find ACH Unlock Requests.
2. Tap the request. The card shows the Payer, "Release the ACH payment lock so this payer can pay by bank transfer again.", who asked and their note.

   Screenshot coming soon01 · /approval-center

   The ACH Unlock Request card

3. Tap Unlock ACH to release the lock, or Deny.

Tips

• Check that the family has fixed the bank problem first; another returned payment locks them again and may add a bounce fee.
• You can also unlock directly from the child's Manage Payers. See Unlock ACH for a family.