To submit a financial batch

The procedure to submit a financial batch is as follows:

1. Navigate to Quick Menu > System > Configuration > Financial Batches. The Financial Batch List window is displayed, revealing a list of financial batches in the Financial Batch List summary table.
2. Select a row matching the batch to be submitted 1.
3. Click on Submit Batch. The financial batch status is updated to Posted 1.

Tip

1 Clicking on a financial batch level pointer icon () will expand the batch and reveal additional information, or double-clicking on the selected row will reveal the associated transactions that will be posted to each ledger account code. Double-clicking on successive detail lines will reveal the source transaction reference, date, and value.

Note

1 Each transaction included in the submitted batch is marked ready for interfacing with a third-party accounting system.  

See related topics...

To cancel a financial batch

To reverse a financial batch

To override a financial batch posting

To generate a financial batch

Financial batch management overview