Click this button to close the screen.
You can also close the screen in the following ways:
- Click the top left corner of the screen.
- Click File > Close.
Click this button to delete a batch.
All transactions in the batch are deleted and the batch is listed as deleted on the A/R Batch Status report. You cannot reuse the batch number.
Tip: To delete a posted batch, or to clear the data for a deleted batch, use the Clear Deleted And Posted Batches option on the A/R Clear History screen.
Click this button to open the A/R Adjustment Entry screen, which you can use to create a new adjustment batch. For more information, see Adding, Editing, or Deleting an Adjustment Batch.
Click this button to open the selected batch in the main entry screen.
Click this button to post the selected batch. For more information, see Posting an Adjustment Batch.
Click this button to post all unposted adjustment batches that are set Ready To Post. For more information, see Posting a Range of Batches.
Click this button to print a batch listing. For more information, see Printing Batch Listings.
Click this button to update the information in the batch list. For example, if you have chosen not to show posted/deleted batches and another user has posted or deleted a batch, the batch will disappear from the list when you click Refresh.
If you want the list to begin with a specific batch, specify the batch number in this field.
Indicates whether a batch is ready to post. To change the setting for a batch, double-click this field.
This field has three main purposes:
- It prevents you from accidentally posting batches before they are ready.
- It lets you post a range of batches, even if batches that are not ready to post are in the range.
- It prevents you from making changes to batches that are set to Ready To Post.
- Before you can post a batch, the batch must be set to Ready To Post.
- If you are posting a single batch, you can select Ready To Post during posting.
- You cannot delete a batch for which the Ready To Post option is selected.
To list only batches with a status of Open or Ready To Post, clear this option.
Overview
This screen lets you:
- View a list of adjustment batches, beginning with the batch number you specify and including batches created on the Create Write-Off Batch screen. More...
- Create a new adjustment batch.
- Select an existing batch to edit or delete.
- Mark a batch Ready To Post.
- Post individual adjustment batches.
- Post all unposted batches that are set Ready To Post.