---
title: "Editing a Batch"
slug: "editing-a-batch"
updated: 2020-11-25T03:12:22Z
published: 2020-11-25T03:12:22Z
---

> ## 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.

# Editing a Batch

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

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28178%29.png){height="" width=""}

3. 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.
4. 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.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28179%29.png){height="" width=""}

5. Open batches have the following functions available: **View transactions**, **[View report](https://help.infoodle.com/help/finance/transactions/reporting-batch)**, **[Add individual transaction](https://help.infoodle.com/help/finance/transactions/adding-individual-transactions)**, **[Add collective transaction](https://help.infoodle.com/help/finance/transactions/add-collection-transactions)**, **[Add bulk](https://help.infoodle.com/help/finance/transactions/adding-bulk-transactions)**, **[Statement Import](https://help.infoodle.com/help/finance/transactions/bank-import)**, **[Send to Xero](https://help.infoodle.com/help/finance/finance-xero/send-xero)** and **Close**.
6. Closed batches have the following functions available: **View transactions,** **[View repor](https://help.infoodle.com/help/finance/transactions/reporting-batch)t**, **[Send to Xero](https://help.infoodle.com/help/finance/finance-xero/send-xero)** and **Re-open**.