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Batches

The creation of batches for imports that include transactions depends on the method your system uses to create batches. Two methods are possible: manual or automatic.

• If Auto-Generated Batches is selected on the Global Policies Batch Tab, your system is using the automatic method. Additional batch fields display on import tabs that include transactions. Complete the fields to create the new batch. If you do not create a new batch, the import transactions are added to the current open batch for that specific process, if one exists, otherwise a new batch will be generated for that process.
• If Auto-Generated Batches is not selected, your system is using the manual method. Set up a batch and select it prior to the import. The transactions you import are added to the selected batch.

See Also

Batch Generation

Import and Export Overview