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    Editing a Batch
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    Editing a Batch

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    Article summary

    1. Click Finance on the Navigation Menu.
    2. On the Transaction Processing screen, click on Batches.

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    1. Search for the specific batch by typing information in the search fields and click SEARCH. Leaving the fields blank will bring up the whole list of batches.
    2. A list of batches will appear with a list of available functions. You have a number of functions available depending on whether the batch is open or closed. If the batch is closed you will need an administrator to re-open it before you can edit it. Remember that you may need to re-generate any reports and check balances again if you alter the values in the batch.

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    1. Open batches have the following functions available: View transactions, View report, Add individual transaction, Add collective transaction, Add bulk, Statement Import, Send to Xero and Close.
    2. Closed batches have the following functions available: View transactions, View report, Send to Xero and Re-open.
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