Posting batches

After you finish your batch transaction work and have verified that the information is accurate and in balance, complete the process by posting the batch. Until you post the batch, you can make changes edit or delete any transaction within the batch (even if you are using the hot posting feature).

Note: If your administrator has selected Require Balanced Batches for Posting (see AR/Cash Batch Control window), iMIS will not post a batch unless the control amount equals the actual amount. When you click Post Ready or Post Selected on the Manage batches window and a batch is unbalanced, iMIS displays an error message and does not post the batch.

To post a single batch

1. From AR/Cash, select Manage batches to open the Manage batches window.
2. Select the batch to be posted.
3. Click Post Selected.

   A warning window asks you to confirm that you want to post the batch.

4. Agree to post the batch.

   For each batch posted, iMIS prints the final detail and summary batch transaction report and marks the batch as Posted or Closed.

Note: After a batch is closed, you cannot add, modify, or delete any transactions in that batch.

To post a group of batches

1. From AR/Cash, select Manage batches to open the Manage batches window.
2. Choose the Show: Both option beneath the batch list.

   This will filter the batches to show only those with an Open or Ready status. Ready batches are ready for posting.

3. Ensure that any batches you want to post have a status of Ready:
   • Select an Open batch.
   • Click Set Ready/Open.
   • Repeat for each Open status batch that you want to post.
4. Ensure that any batches you do not want to post do not have a Ready status:
   • Select a Ready batch.
   • Click Set Ready/Open.
   • Repeat for each Ready batch that you do not want to post.
5. Click Post Ready.

   A warning window asks you to confirm that you want to post the batches.

6. Agree to post the batches.

   All batches with a Ready status are posted.