Menu
Index
Search
 
   
   
   
 
 
← Previous page
 
Next page →
 

How to Save Transactions and Continue Later

How to Save Transactions and Continue Later
 
1

Process of how to Save Batch Transactions

 
 
The existing Batch Transaction function has been altered to allow users to save transactions. The user can then revisit these transactions, to complete the capturing at a later stage and then complete processing.
 
Navigate to: 
 
 
Home > Accounting > Banking > Batch Transactions
 
 
Steps:
 
a)     Select the Add/Edit button to initiate the editing of an existing batch.
 
 
b)     Select a Bank Account.
c)     Add Remarks if required.
d)     Add/Edit transactions as required from bank statement.
e)     Select the Save button. This will enable the user to revisit and complete processing later.
f)     Select the Process button. This is to complete the General Ledger processing.
 
 
 
Made with help of Dr.Explain