Batches

The Batches video shows how to search for a Batch as well as how to create one. Additionally, the Navigation and Actions tabs are discussed, reviewing each of their features.

Video Text

00:03 This video will be a brief overview of batches. So under the module Taub never writes control. Of course you have to have rights to see these things have links to bachelors because this is financial payments under modules, there's batches was a search and ad. So let's first do an ad here. We're going to add a batch and there's one of two ways, two ways to add batches. Um, there's one from here which is through the batch has manuals, soldiers from the call is to batch to batch, and then it's the same sources as payments to status written, always available. And then batch is the theory of I've received a group of payments and I want to apply them in a batch mentality of payment batch. So I'm going to have transaction five, five payments in, uh, total transaction value of $1,250 we'll say. And then it has a bad state and it just simply save it from here.

01:06 I'm the other way to add a batch. And this is the way I subscribe to my users to have a little more applicable is under payments. So Menus, modules, payments, and search, so let's just do it, add a payment and you'll notice here that there is a batch feature here and you can just add the batch from here. Same thing as we're doing from the batch had named transaction control, transaction control, total addict, so back off of that, back to bachelors. So now that we've added the batch, we can go back and search to match. Now I'm searching everything for the last five years. I mean you're not going to want to do that, but here's my badge I've just added on to look at it as click on a hyperlink and there's only one page to a batch to batch payments. Hype. The available is available. There's two, there's three statuses available, hold posted. Then there's a transaction amount number of payments in this case and the transaction total batch total, which is the total amount of all those checks. When we do review payments, we'll show you how to link these to a payment so you can get the controls going on so you can watch, make sure batch is fully applied. Um, let's find something a little older, maybe I have one of my test site here.

02:38 I have none here, so we're going to, when we get into payments, I will go through, um, how bad was tied to payments and holly's transaction amounts get verified so that you can verify that you know your voided check and balance your payments. So that'll conclude batches for now. Um, we'll cover it more under payments.