Editing a batch

Here is how to edit a batch:

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

  5. 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.
  6. Closed batches have the following functions available: View transactions, View report, Send to Xero and Re-open.