General Ledger > Entering and Posting Transactions > Adding a New Batch

Adding a New Batch

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Adding a Journal Entry

Posting Transaction Batches

Printing the General Ledger Batch Listing Report

Sage 300 General Ledger is a batch‐oriented accounting system. You group financial transactions together and enter them in batches before you post them to general ledger accounts. You use the G/L Journal Entry screen to add batches directly into General Ledger. 

ClosedBefore you start

Define the following information for your Sage 300 system:

  • Fiscal period dates and statuses.
  • Source codes for General Ledger transactions.
  • Optional transaction fields, if you plan to use them.
  • Currency codes, rates, and rate types (if you have a multicurrency General Ledger).

Important! When creating a new batch, you must use the batch number assigned by the system.

To add a new batch, follow one of these procedures:

  1. Open General Ledger > G/L Transactions >  Journal Entry.

  2. Click the Create New Batch button.
  3. Enter a description for the batch.

Or

  1. Open General Ledger > G/L Transactions >  Batch List.
  2. Click the New button.
  3. When the Journal Entry screen appears, enter a batch description.

    Note: You do not click the New button in the Journal Entry screen because a new batch has already been created.

ClosedAfter creating a new batch
  1. Add journal entries.
  2. Print a batch listing.
  3. Set the batch Ready to Post (using the Batch List screen).
  4. Post the batch.

Last published: 4/8/2016