Batch Types

This page lists the predefined batch types. Each batch type defines the behaviour of the transaction batch, and sets up the link to a GL Acccount.

Batch types are used when creating Transaction Batches.

Example

Deposits not used

Account Description	GL Account	Batch Type	Allow GL Overrride	Payment Batch
School Fees	School Fees	Default	N	N
Stationery	Stationery	Default	N	N
Payments	Bank	Default	N	Y

Deposits enabled

Account Description	GL Account	Batch Type	Allow GL Overrride	Payment Batch
School Fees	School Fees	Default	N	N
Stationery	Stationery	Default	N	N
Payments	Bank	Default	N	Y
Payments - Deposits	Bank	Deposit Transactions	N	Y

List Options

To the right of the header there are two buttons:

Refresh

This will request updated data from the server and refresh the display.

Add

This will enable the user to add a new batch type.

Batch Options

The following action buttons are available to right of each batch type record:

Edit

This will allow editing the batch type.

Delete

This will delete the batch type.

Fields

Account Description

The description of the batch type. Use a description of the GL Account since the batch type is linked to a GL Account.

GL Account

Select the GL Account for the transactions the transactions batch.

Batch Type

Select 'Default' as the Batch Type.

Only select 'Deposit Transactions' for batch types that are exclusively for deposit transactions.

tip

Deposit transactions are only used if the school requires deposits or debentures.

Allow GL Override

This option should normally be unchecked.

If selected, then the user can select a GL Account while capturing transactions.

Payments Batch

Select this option if the transaction batch will be used to process payments. There will normally be only one payments batch for normal transactions, and if deposits are used, one payments batch for deposit transactions.

danger

Payment batches are processed differently from normal batches.