Renaming a Batch

Reconfiguring a batch (rename, description, group visibility)

To change a batch's code, description, or group visibility:

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.

5. Click Choose a function next to the batch.
6. Select Reconfigure batch from the dropdown.
7. A panel expands in place. You can update:
   • Batch code - the unique identifier for the batch (up to 255 characters)
   • Description - an optional label for the batch (up to 255 characters)
   • Limit visibility - select a group or leave blank
8. Click Save when done, or Cancel to discard changes.