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Batch Transactions

Batch Transactions
 
Batch Bank Transactions will allow the user to capture transactions directly from the bank statement
without needing to navigate to separate transaction screens.
Note: These will only be single line transactions.
1

Bank Account

1. Bank Account
Select the Bank Account pertaining to the Transaction you want to add to the Batch Process.
2

Add New

2. Add New
Left-Click the Add New Button () to view the second part of the screen.
3

Save/Cancel

3. Save/Cancel
When all information has been entered the Transaction is saved by Left Clicking on the Save Button (). Should the user want to Cancel the Add Action, Left Click on the Cancel Button ().
4

Process Button

4. Process Button
Left-Clicking the Process Button will process all Transactions currently shown on the screen. This can not be undone.
Made with help of Dr.Explain