Creating Batches

Users with Accountant roles can create the following different types of batches:

Once the batch is created (with batch status "Draft"), users must generate the batch items to find all of the applicable objects to modify by the batch action (which changes the batch status to "Ready"). The batch then becomes ready to be run.

To view the list of existing batches, use one of the following methods:

  • Click Main Menu > Batch Management > Batches.
  • From an open batch page, click Batches List at the top right.

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