A batch is a group of individual cash receipts that will be
processed together in Payment Management. When receipts are attached
to a batch it will be available to be posted through Payment Management.
Creating a new Cash Receipt Batch
1. In MoversSuite,
2. Access Cash Receipts,
3. Select the New > New Batch option,
Figure 3: New > New Batch option
Pressing New Batch will evoke the New Cash Receipt Batch dialog.
Figure 4: New Cash Receipt Batch
4. Select the Branch where the receipts will be applied,
5. Enter a Batch Name that uniquely identifies the batch being processed. By default, the Batch Name will be “Cash Receipts,”
6. Press Continue to add the batch record and to activate the Cash Receipts tab for entry of a new receipt belonging to the batch. At this point, a user can begin entering individual receipts for the batch.
Cash receipt batches will be visible to Payment Management users.
RELATED TOPICS:
Applying a Cash Receipts Batch