Batch Types

What are Batch Types?
  • Batch Types are a way of grouping cashbook transactions together, usually by their source
  • Bulk actions can be performed on specific batch types such as General Ledger Export
  • More information on working with cashbook batches can be found here
  • View batch types by navigating to Setup>Batch Types
Batch Type Properties
  • Name:  A unique identifier for the batch type
  • Allow Add: Allow users to manually create batches of this type and add transactions to them
    • You need at least one batch type has Allow Add set to True to configure your Domain Settings properly
  • Allow Remove: Allow users to delete the batch once it is closed
    • Also allows the delete of individual transactions in an open batch
    • Individual transactions in a closed batch cannot be deleted