Receipting: Creating a New Batch

If you are entering data sometime after the actual date of the transaction has passed, you will need to create a new BATCH. 

This process walks you through how this is done. 

You will need access to the Receipts menu to perform this task. 

1. From the Welcome/Search page, click the Receipts link in the top Main Menu. 
2. On the Receipt menu, click the link Manage Batch
3. On the Manage Receipt Batches menu, click the link Create New Batch
4. Use the Last Name/First Name fields to find the user the batch is to be assigned to. Click Find to activate the search and select your user from the resulting pop-up. 
5. The Region drop-down will default to your login region/Physical Location. If you have multiple Physical Locations, and the batch is not for the one you are currently logged in for, use the drop-down to select another. 
6. Click on the calendar icon to select a date for the new batch. 
7. When all fields are completed, click Save. 
8. Your batch will now be available to select on a receipt page.