The batch page is where all of the approved invoices go to get exported.
Customers have the option to have auto batching set up. This will periodically batch, export, and send a file to a desired location such as email or FTP server. The auto batching schedule can be set up weekly etc.
The batches page can be found under the invoice tab on the home page
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The batches page will show you a list of all of the approved invoices that are waiting to be batched.
The first line will be all invoices that have not been batched.
There is a start/end date column to detail the time period.
The status column will tell you whether batches have been exported, or are waiting for export
If you click into the line, you will get a drop-down list of all of the following invoices.
The first line will be approved - not batched invoices. The following lines will be batched invoices
When in the list drop-down you will be able to do the following:
check the invoice details; status, invoice amount, Invoice date, Invoice#, PO#, facility, vendor.
Check batch notes - This will give you details on who created the batch and the date it was created. you may also add an internal note.
You will also be able undo any approved invoice. It will than go back to the “Pending approval” page.
The eye icon will let you view the invoice
To un-batch an invoice just click into the line containing the batched invoice. There you will see an “X” icon. This icon will allow you to individually un-batch invoices.
If you would like to un-batch multiple invoices than use the checkbox on the left of each invoice.
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When you manually batch an invoice, it will download a batch file in the previously specified format.