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Fund Accounting - Batch Receipts

Use this option to enter receipts into batch files that you can review and later post to Fund Accounting.

Menu Path:  Fund Accounting > Entry & Processing > Receipts > Batch Receipts

Batch Receipts Pages

The Batch Receipts option uses the following pages:

Batch Receipts

Lists existing receipt batch files. From this page, you can access a batch file, create a new batch, load receipts from an external file, print the Batch Receipt Edit List, and release and post a batch. This page displays when you select the Batch Receipts option.

Post Receipts - Batch Entry

Enables you to add batch receipts to an existing batch or create a new batch file. This page displays when you click the Add New in the Batch Receipts page.

Batch Receipts - Detail

Enables you to search for and list the receipts in a batch file. You can then access a receipt to review and if needed, update. You can also add new receipts to the batch and delete receipts entered in error. The page's General tab has a Hold field, which determines whether a batch receipt can be posted to Fund Accounting. This page displays when you select a batch file in the Batch Receipts page and click OK.

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