General Ledger Accounting Preliminary Batches
Preliminary Batch Management
This role is for users in the business office or across campus that need access to preliminary batches. They include batches with the following source codes:
Source Code | Description |
---|---|
@C | Preliminary student charges |
@F | Preliminary financial aid |
The permissions on this page apply generally to preliminary batches. Access to individual source codes must be assigned on the Associations tab.
Notice
To give users in this role access to view, edit, and delete @C and @F batches, select Can view, Can edit, and Can delete permissions on the Permissions tab, and turn on access to @C and @F batches on the Associations tab.

Permission | Users in this role can. . . |
---|---|
Can view batches | View preliminary batches on the General Ledger Accounting hub and batch pages. NoteIf any other preliminary batches permission is granted, "Can view batches" is automatically granted. |
Can edit batches and generate Print Edit reports | Edit preliminary batches and generate Print Edit reports on the General Ledger Accounting hub and batch pages. NoteIf permission is granted to create or delete preliminary batches, the "Can edit..." permission is automatically granted. |
Can create batches | Create preliminary batches. NoteIf permission is granted to reverse preliminary batches, the "Can create batches" permission is automatically granted as well. |
Can delete batches | Delete preliminary batches. Additional permissions granted: Can view batches, Can edit batches and generate Print Edit reports |
Can download to Excel | Download preliminary batches to Excel. Additional permissions granted: Can view batches |
Can unlock batches | Unlock preliminary batches when in use by another user. Additional permissions granted: Can view batches |
Can summarize batches | Summarize preliminary batches. Additional permissions granted: Can view batches |