Batches are groups of transactions, identified by a name or a number that you can use for identification purposes, and to make the posting process easier. You can create batches to group similar transactions during data entry, and review them before posting at a later time. Similarly, you can identify batches as a group of transactions entered by a specific employee or on a particular date.
Create Batches
Use the Payables Batch Entry window to create a batch or group of transactions. As a result, you can create batches that you use just one-time or recurring batches for transactions you enter on a regular basis. Purchasing → Transaction→Batches
- Enter or select a batch ID. You can enter any alphanumeric set of characters. The maximum length of this field is 15 characters.
- Select the batch origin. The origin identifies the window that transactions for this batch will be entered in. Since batches can use only one origin, you can have several batches with the same name, but different origins.
- Enter a batch comment.
- Select a frequency if the origin is Payables Transaction Entry. Select Single Use for batches you enter and post only once.
- If this batch is a recurring batch, select the frequency to repost the transactions. Enter the number of times to repeat posting in the Recurring Posting field. Leave the Recurring Posting field as zero for an unlimited number of postings.
- Posting Date is the date when the transaction(s) will be posted to General Ledger. Select the default or change the date.
- Enter or select a checkbook ID.
- Enter currency information.
NOTE: If you’re using Multicurrency Management and you’re planning to enter transactions involving multiple currencies, select single-use. Since you can’t predict exchange rates for document dates, Multicurrency batches are single-use.
For more information, please visit us at Microsoft Dynamics GP – Great Plains
AccSoft Business Solutions will help you in dealing with the issue you are looking at now.
You can email us at info@localhost or call us at 1-888-929-3266