View Open Batch

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• View an Open Batch

  1. Navigate to Transactions in the Sidebar Menu. 2. Locate the most recent transaction within the Open Batch, select the Vertical Ellipsis(⋮) followed by Open Batch. Here you will be able to view all the Transactions within the current Batch related ...

• View Batch

  1. Navigate to Transactions in the Sidebar Menu. 2. Locate the Transaction, select the Vertical Ellipsis(⋮), followed by Closed Batch or Open Batch.

• Close an Open Batch

  1. Navigate to Transactions in the Sidebar Menu. 2. Locate the most recent transaction within the Open Batch, select the Vertical Ellipsis(⋮) followed by Open Batch. 3. Select the Action button, followed by Close Batch.

• Settle Open Batch

  1. Navigate to Transactions in the Sidebar Menu. 2. Locate the Transaction, select the Vertical Ellipsis(⋮), followed by Open Batch. 3. Select Settle Batches followed by Settle Batch and then Yes.

• Export an Open Batch Report

  1. Navigate to Transactions in the Sidebar Menu. 2. Locate the most recent transaction within the Open Batch, select the Vertical Ellipsis(⋮) followed by Open Batch. 3. Select the Action button, followed by Export.