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- Actions Menu
- New Note
- New Attachment
- Edit Batch: Change the name and description of the batch
- Edit Custom Field Values: Add additional batch fields specific to the organization
- Green button: The label will change depending on the batch status
- Batch Details window
- Batch id: Unique system id number
- Date: Date the batch was created
- Status: Current status of the batch
- Pending
- InProcess or Process Started
- Validate
- Processed
- ApproveInProcess
- Approved
- Transmitted
- Reconciled
- No. of Credit Entries: Total number of positive entries
- No. of Debit Entries: Total number of negative entries
- Credit Total: Total amount of positive entries
- Debit Total: Total amount of debit entries
- Rounded Amount: Total amount rounded (this plus the debit total should equal the credit total)
- No. of Employees/Vendors: Total number of employees/vendors who have entries in the batch
- Units: Unit type
- Tabs: Entries, Notes, Attachments, Events, Custom Fields, History
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