Edit Batch

Daily > Browse Batch

There are two options to browse batches:

• If you know the batch# to browse, you may go to Daily > Browse Batch.  
• Another way to browse any batch in the system is from a transaction browse screen, such as Account Transactions or Vendor Transactions. Right-click on the row and select Browse Batch. 

The entire batch, including debit and credit entries, will be displayed. Therefore, the batch should always total zero.  

Edit: This allows you to change the accounting period, which is extremely helpful if an entire batch has been posted to the wrong month. Enter the correct accounting period (mm/yyyy) or select the month/year from the dropdown. A high-level user menu permission is required for this type of entry. The assigned source may also be changed in a journal entry batch.

Delete: An administrator can delete a batch with permission from a high-level user menu. Click here for more information. 

Attachments: The Attachments box will be highlighted if any attachments exist for a selected transaction. Click to view the attachment.