Content Comparison

Overview

Used to group together journals for different reasons in the system eg:

...

1. Navigate to Batch Locator Tab
2. Double click to select batch an populate screen
3. Review Details in the rest of the form

Debtor Batches

When creating a Debtor patch to receive money

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• Varies depending on information in the screen
  • Print
  • Email - choose a template in the next dropdown
  • Close batch

General Tab

The group information for the creditors batch

• Description
• Private flag makes the journal batch only visible to the name of the person who raised the journal
• Name of the person who raised the journal
• Date
• Total of the journals and cash only amount
• Journal Type that is to be created
  • Sometimes this limitation is not fine enough so special type and subtype are used to categorise further
  • Special Type Batches can only hold journals of one type. .
    • Undeposited funds
    • COGS
    • Commissions
• Total spent (if from a Journal Batches capture)
• Number of cheques (if from a Journal Batches capture)

Journals Tab

Will list the journals that have been consolidated by this batch. Add a journal to a batch through General Journals  by selecting the batch from the list

• (note that when querying a general journal batch and reviewing a journal it does not show the reference?)

Batch Locator Tab

List all batches that have been created so far. Double click to populate the information into the form.