Batch Processes
Use this screen to configure batches of tasks to run automatically in the software. You can then assign a batch to a Group. A Group can contain single or multiple companies; to add a batch process to an individual client, you must add them to a Group on their own.
However, you can run multiple tasks at the same time for an individual client via their Task List.
The left side of the screen, Available Tasks, displays the tasks available to you and the right-side, Selected Tasks, shows the tasks currently assigned to the selected batch.
You can move clients between the Available Tasks and Selected Tasks list by:
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Double-clicking on the task.
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Dragging and dropping the task from one list to another.
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Highlighting the task and using the left and right arrows.
How to create a new Batch Process
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Select the plus icon next to the Batch Name field:
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Enter a name for the Batch and select:
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Double-click on a task in the Available Tasks list that you want to include in the Batch.
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Repeat until you have included all the tasks you need.
How to apply a Batch Process to a Group:
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From the Company Group Name drop-down, select the Group you want to apply the Batch to.
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Select Save.