Setting up batch control

Setting up batch control consists of enabling batch control, configuring numbering and viewing options, and setting up cash accounts. These steps are required even if you only have one account.

Note: AR Importer batches are auto-created and auto-numbered and do not recognize specific iMIS users. These batches are assigned to the “Manager” user in iMIS, and require a security level of 8 to view, edit, or delete transactions when the View Batch by User option is selected.

More:
AR/Cash Batch Control window
Limits on editing and deleting transactions
About marking unposted transactions