---
title: "Viewing Batches"
slug: "viewing-batches"
updated: 2026-08-09T20:22:36Z
published: 2026-08-09T20:22:36Z
canonical: "help.infoodle.com/viewing-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.

# Viewing Batches

The Batches screen gives you an overview of all your transaction batches — their totals, reconciliation status, and available actions.

## Getting there

- Click Finance in the left navigation menu.
- Click Transaction processing.
- Under the Transactions tab, click Batches.

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

## Searching for batchesches screen you'll find three search filters:

| Filter | What it does |
| --- | --- |
| **Batch name (starts with)** | Type the beginning of a batch code to narrow the list — e.g. 2026 to show all batches from that year |
| **Created on or after** | Enter a date to show only batches created from that date onwards |
| **Created before** | Enter a date to show only batches created before that date |
| **Include empty batches** | Tick this to include batches that have no transactions yet. Untick it to hide them and reduce clutter |

Leave all fields blank and click **Search** to show all batches.

---

## Reading the batch list

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-7JULJ8PX.png)

Each row in the results represents one batch. The columns are:

| Column | What it shows |
| --- | --- |
| **Batch Code** | The unique identifier for the batch, along with its description and any associated bank account group on the lines below |
| **Date Created** | When the batch was created |
| Bank Account The bank account the batch is linked to (if set) |  |
| **Status** | Whether the batch is Open or Closed. Open batches can still have transactions added to them; closed batches are locked |
| **Batch Total** | The sum of all transaction amounts in the batch |
| **To Reconcile** | The amount still awaiting reconciliation against a bank statement |
| **Don't Import** | The amount marked as excluded from import/reconciliation |
| Reconciled | The amount that has been successfully reconciled |
| **Added Fees** | Any fees added to the batch (e.g. bank charges) |

The final column shows the batch's reconciliation state (e.g. Reconciled) and a **Choose a function** dropdown for actions you can take on that batch.

---

## What you can do from here

Click the **Choose a function** dropdown on any batch to access actions. The options available depend on whether the batch is open or closed:

**Open batches:**

- View transactions
- View report
- Add individual transaction
- Add collective transaction
- Add bulk
- Statement Import
- Send to Xero
- Close

**Closed batches:**

- View transactions
- View report
- Send to Xero
- Re-open

If a batch is closed and you need to edit it, you'll need to **re-open** it first. See [Editing a Batch](/v1/docs/editing-a-batch) for details.

Related articles

[Adding a Batch](/v1/docs/adding-a-batch) [Editing a Batch](/v1/docs/editing-a-batch) [Batch Reports](/v1/docs/batch-reports) [Closed Batches](/v1/docs/closed-batches) [Adding Individual Transactions](/v1/docs/adding-individual-transactions)