Close a Batch

Where to close batches

1. Click Finance in the left navigation menu.
2. Click Transaction Processing.
3. Click the Batches tab.
4. Use the search filters to find your batch, then click Search. Leaving the fields blank returns all batches.

Closing a batch

When you're finished entering transactions, you can lock the batch to prevent further changes.

1. In the Choose a function dropdown, select Close.
2. A confirmation dialog will appear: "Closing the batch will lock it from further editing. Only an administrator may unlock it."
3. Click Confirm to close, or Cancel to leave it open.

Once closed, a batch cannot have new transactions added to it until it is re-opened.

Re-opening a closed batch

If you need to make changes to a closed batch, you must re-open it first.

1. Find the closed batch in the list.
2. Click Choose a function and select Re-open.
3. A confirmation dialog will appear, noting that re-opening will change the batch status from Closed back to Open, and from Banked back to Not Banked.
4. Click Reopen to confirm.

Important: Re-opening a batch also resets its banked status. Remember to re-check any reports and balances after making changes, and close the batch again when finished.

Deleting a batch

Batch deletion permanently removes all transactions in the batch — including any reconciled and receipted transaction data. For this reason, batch deletion is only available to the infoodle Support team.

If you need a batch deleted, contact infoodle Support with the batch code(s) you need removed.

Note: Deleting a batch does not reset the corresponding Xero import state. If you imported data incorrectly from Xero, contact Support to discuss the best remediation path before proceeding.