Create a batch for receipts

Introduction

A batch is where all receipts are added and consolidated to keep track of all financial transactions. 

This guide shows you how to create a batch so you can start creating receipts.
 

Create a batch for receipts

To add a batch, go to your finance entity, then select Cash receipts entry.  

1. In Receipt batches, select Add batch.
2. Batch date: this is the earliest date receipts can be created from. To change the date, select the date picker.
3. Template: select a receipt batch template from the drop down list. They are set up by your school and help speed up the process of creating receipt batches.
4. Bank account: select which bank account you’d like any payments received and receipted for this batch to go into.
5. Payment methods: define the payment methods for receipts in the batch you can select more than one from the list available.
6. Batch description: a description will automatically be filled in that’s related to the template you’ve chosen. You can change the description to one that better suits your needs. 
7. Control amount (optional): this is the amount before money comes in to check if the total amount received matches the batch total at the end when you close off the batch. 
8. When you’re done, select Save. 

• To see the batch summary and status, select Show more . A batch status can show as closed, open, or voided/deleted.
• To edit, view, void/delete or see batch history, select Actions .