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