Transaction Batches

This page lists all the unprocessed transaction batches.

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Select the 'Show Posted Batches' checkbox to include processed transaction batches.

List Options

To the right of the header there are three buttons:

Refresh

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

Add

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

Export all data

This will export the contents of the list to Microsoft Excel format.

Batch Options

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

Edit

This will allow editing the Description of the transaction batch.

Delete

This will delete the transaction batch along with all transactions in the batch.

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The delete cannot be reversed.

Batch

This will open the transaction batch for editing or viewing of the transactions in the batch. See Transaction Editing.

Lock

This will toggle the Status of the transaction batch between 'Open' and 'OpenReadOnly'. Editing of transactions is enabled only where the status of the transaction batch is 'Open'.

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You can prevent editing the transaction batch by setting the status to 'OpenReadOnly'. Set the status back to 'Open' when editing should be allowed.

ScholaSys sets the status to 'OpenReadOnly' for transaction batches created by automated processes.

Process

Processing an open transaction batch will:

1. Mark the transaction batch as processed, preventing further editing of the transaction, and
2. Set all transactions in the batch to the currently open transaction period, and
3. If ScholaSys is integrated with an online accounting system, send all the transactions to the accounting system.

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ScholaSys will show an alert if the transactions in the batch have transaction dates in another transaction period. It will, however, not prevent processing the transactions into the current transaction period.

The current transaction period can be updated using the Transaction Periods menu.

Processing a 'Posted' batch will unprocess the batch. This should be done with care.

Processing a posted transaction batch will:

1. Mark the transaction batch as open, allowing editing of the transactions, and
2. If ScholaSys is integrated with an online accounting system, send reversal transactions to the accounting system.

Transaction Batch Status

Batch Status	Description
Open	Batch can be edited. Change to the status to OpenReadOnly by clicking the Lock icon
OpenReadOnly	Batch editing is locked. Change to the status to Open by clicking the Lock icon
Posted	The batch has been processed. If integration with an accounting system is enabled, the transactions where sent to the accounting system