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Create Batch Tab
Make the following menu selections to display this tab:
eSite—ePay—Create Batch
Use Create Batch to create an unapproved batch for a specified
date for all residents/tenants with a matching ePay Draft
Date. This process creates
the actual payment for the resident/tenant and automatically updates the
transaction records in an unapproved eSite batch. Although this process
can be run at any time, it is recommended that it only be run once per
month.
Fields
Note
A
red asterisk ( * ) indicates a
required field or selection.
Create Batch For
The date defaults to the current system date.
Accept the default or enter another date to create a batch for using the
format mm/dd/yyyy. Or use the Calendar
Button to select a date.
To Create a Batch
- At Create
Batch For, accept the default or enter another date to create a
batch for using the format mm/dd/yyyy. Or use the Calendar
Button to select a date.
- Select the Save button when all data entry is complete. As a
result, the system performs the following checks:
If it finds residents/tenants with a draft date
equal to the date entered in the Create Batch For
field, then it displays the message, You
are about to run Create Batch. Are you sure you
want to continue? Select OK to continue
the .
If the property does not have Direct Rent installed, then the system creates
the payment batch and allows you to approve it at any time. For Direct
Rent help, refer to Direct Rent.
If it does not find any residents/tenants with
a draft date equal to the date entered in the Create
Batch For field, then it displays the message, Create
Batch cannot be performed in ePay until the following problems are resolved:
There are no residents/tenants set in ePay on the selected date.
Select OK to return to this tab.
See Also
ePay