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Creating a Batch

Article ID: 76
Last updated: 17 Dec, 2011
A batch is a group of transactions entered in at the same time. It is used as a way to double check that every transaction was entered correctly. For example if you have twenty receipts totaling to $5,000.00. You can start a batch and enter the projected amount as $5,000.00. After you enter all twenty receipts you can open the batch and view the actual amount and the project amount to make sure that all of the receipts were entered correctly.

  1. Go to File > Batches.  This will bring you to the batches page. Here you will see all of the batches from the past month. To select an existing batch select it from the list.
  2. Click on the New Batch button to create a new batch.
  3. Enter the information for the batch in the Record Edit: Batch page.
  4. Select Save to save the batch

You have now created a batch. To attached transactions to the batch, open the transaction and select the Batch drop-down bar and select the batch.

The following instructions will teach you how to create a batch:
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Article ID: 76
Last updated: 17 Dec, 2011
Revision: 1
Views: 603
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