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