Create a Batch
While working with GL accounts and transactions, you will need to create, edit, and manage batches.
To create a new general ledger batch, select Create batch from the Hub options drop-down or click the Create batch button on the Manage Batches page. A details spreadsheet with no information filled in displays.
From the Source Code drop-down, select a source code.
Enter a batch Description (optional).
Enter the batch Date.
Enter batch transactions into the details spreadsheet. Columns include:
Transaction Amount
GL Account Number
GL Account Description
Transaction Description
Transaction Date
Folio
Project Code
Project Description
Click Create batch.
Tip
After a batch is created, the batch details page will open. From there you can edit and maintain the batch information. To create another batch go to Batch options and click Create.