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OASIS Screens»Batch Editor
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Last modified on 1/26/2015 10:07 AM by User.

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Batch Editor

Tabs

General

Field Purpose / Action
Code Tracking code (often the deposit date) for the deposit
Total The total deposit amount
Posted Sum of all payments with this batch code.
Adjustments Sum of all adjustments
Difference Total minus adjustments minus posted
Post Batch Posts the batch, updating accounting records
Notes field Free form field, usually for notes on check numbers and amounts

Adjustments

Column Name Purpose / Action
Description Notes on the reason for the adjustment
Amount Dollar value of the adjustment

Attachments

Standard OASIS attachments panel:

Bottom Buttons

Button Purpose / Action
Save and Close Saves changes and closes the batch editor
Cancel Closes the batch editor without saving changes
Print Prints the batch information