Page 37 - Unanet AE: Introduction to Project Management
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Key Concepts & Settings
• Batch entry must be enabled by checking Use Batch Entries in Journals via
Administration > Global Settings > General tab.
• When enabled, a Batch ID is visible in the top right of supporting journals. There
you can assign/edit the batch associated with the transaction.
• Batch entries are available in all journals except for the General Journal (General
Accounting > General Journal).
• Batches can be created via Menu > Tools > Batches or by clicking Batches
from the toolbar.
Field Descriptions
Batches Header
• Batch Count - Number of Transactions in the batch that is being added.
• Batch Amount - Dollar amount that is to be used in the batch.
• Add Batch - Adds batch to the Batched Grid.
Batches Top Grid
• Select - Select the batch for approval. By clicking Close Selected Batches, you
are Posting the entries.
• Batch ID - When you click Save, the system will then add a batch to the list with a
unique batch ID.
• Note - When you add transactions, you can enter a Batch ID. All subsequent new
entries will then default to that Batch ID.
• Transaction Count - The Batch Count that was entered before the batch was
added to the list.
LESSON 1: A/R JOURNALS ©2024 Unanet. All rights reserved. 37
