 |
 |
|
|
A batch can be used to contain and group Fees Ledger postings together.
To have the batch facility available ensure that the batches option is available from within the Fees Ledger options, fees posting tab.
To view the Batch screen:
Enter the Fees Ledger.
Click Posting.
Select Batches.
The fees batches in period screen displays. The following batch details are provided:
The Fees Batch screen displays details of the batches within a specified period.
Details of the batches are provided below:
Fees Period
Batches are created and placed into a Fees Ledger Period. The Fees Period field defaults to the current Fees Ledger Period. To view batches created in previous periods click Next and Previous.
Displayed below the Fees Period field is a list of batches that have been created within this period. Details include the batch number, its status and a description.
Number
Within each period a batch is allotted a number for identification.
Open
Displayed is the status of the batch, of either open (Y) or closed (N). Click here for further information on batch status.
Description
Displayed is the description of the batch, as entered when the batch was created.
A description cannot be altered at a later date
To print a list of batches within the selected period click Print.
New
To create a new batch click New.
Reopen
Reopening a batch will allow for further postings and amendments to be made within an open batch. To reopen an existing batch with a status of open highlight the required batch and click on Reopen.
Closed batches cannot be reopened. To amend a closed batch click 'View', or click here for further details on batch status.
View
To view the batch details click View.
This displays details of the batch including all postings, the batch details and opportunity to print the batch details. Click here for the topic for the Fees Batch Details.
Close
To exit the Fees Batches in Period screen click Close.