POST OR DELETE ALL OPEN BATCHES

From the Home Page, find the Open Batches section. 

You will be posting or deleting open Charge Batches and Receipt Batches. 

You will not need to review or take action on Payable Batches.

Click Charges to view all open Charge Batches.

All open Charge Batches will appear below - these are ones that need to be either posted (if valid) or deleted (if empty or duplicate).

(A) Charge Batches with 0 items declared or entered are empty, and should be deleted. These are generally batches that were entered by mistake.

(B) Charge Batches with real data in them should be posted unless they are a duplicate of transactions that have already been posted. Tip: review ledgers of units logged in the batch to see if the transaction already exists.

Click on the Batch # link to open each batch for posting or deletion.

Once you are viewing the Charge Batch, click Post or Delete for the batch to remove it from your open items list.

The example shown here is empty, and should be deleted.

Repeat these steps to post or delete each open Charge Batch.

Click Receipts to view all open Receipt Batches.

All open Receipt Batches will appear below - these are ones that need to be either posted (if valid) or deleted (if empty or duplicate).

(A) Receipt Batches with 0 items declared and entered are empty, and should be deleted. These are generally batches that were entered by mistake.

(B) Receipt Batches with real data in them should be posted unless a duplicate of previously posted payments. Tip: review ledgers of units logged in the batch to see if the transaction already exists.

Click on the Batch # link to open each batch for posting or deletion.

Once you are viewing the Receipt Batch, click Post or Delete for the batch to remove it from your open items list.

The example shown here has items included, so it will be posted.

NOTE: if the Post or Delete buttons are grayed out, it means that this batch will be posted automatically and you do not need to take action on it.

Repeat these steps to post or delete each open Receipt Batch.