---
title: "Close a Batch"
slug: "closed-batches"
updated: 2026-08-09T20:23:16Z
published: 2026-08-09T20:23:16Z
canonical: "help.infoodle.com/closed-batches"
---

> ## 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.

# 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.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-KFWOFLP1.png)

---

## 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.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-RWB156PA.png)

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.

Related pages:

[Deleting a Transaction](/v1/docs/deleting-a-transaction) [Editing a Batch](/v1/docs/editing-a-batch)

## Related

- [Adding a Batch](/adding-a-batch.md)
- [Editing a Batch](/editing-a-batch.md)
- [Renaming a Batch](/renaming-a-batch.md)
- [Batch Reports](/batch-reports.md)