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
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