Modifying the batch status and reopening a batch

Quick Tutorial Full Training

Modifying the batch status

To modify the status of a batch, do the following:

1. Go to Finance > Batches, and select an Open or Ready batch.
2. When a batch is Open, additional transactions can be added. Click Set Ready to change the status to Ready for review.
3. Batches marked Ready no longer require editing. The batches are ready to be posted. However, authorized staff users can click Set Open to change the batch status back to Open.
4. Click Post Batch to change the Status to Closed.

Reopening a batch

To reopen a posted batch, do the following:

1. Go to Finance > Batches.
2. From the Select a query drop-down, choose the Search all batches query.
3. Search for the closed batch using the provided search filters.
4. Select the Batch Number.
5. Click Set Open.