---
title: "Adding a Batch"
slug: "adding-a-batch"
updated: 2026-08-09T20:22:17Z
published: 2026-08-09T20:22:17Z
canonical: "help.infoodle.com/adding-a-batch"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a Batch

A batch is a container for grouping related transactions together. You might use a batch to hold all donations from a specific event, a week's cash collections, or a bank statement import. Batches help you organise, reconcile, and report on transactions as a group.

## Before you start
Permissions required: You need the Finance Admin role to create and manage batches. For more information, see [Packages and Views.](/v1/docs/packages-and-views)
***
## Creating a new batch
1. Click on **Finance** on the navigation menu on the left, then click on **Transaction processing**.
2. Under the **Transactions** tab, click **Add a transaction**
![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-PKXYLIVE.png){height="" width=""}

3. Then under **Transaction Settings** click the **+ New** button. 
![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-UAFN6ZLL.png){height="100" width=""}

4. Use the automated **batch code**, or create your own. Then, optionally, add in a **description**. Then click **+ Create Batch**.
![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-THY7BH0W.png){height="" width=""}

:::(Info) (Next Steps:)
Adding transactions to a batch either [individually](/v1/docs/adding-individual-transactions), in [bulk](/v1/docs/adding-bulk-transactions), or as a [collection](/v1/docs/adding-a-collection-of-transactions). 
[Viewing Batches](/v1/docs/viewing-batches)
[Editing a Batch](/v1/docs/editing-a-batch)
:::