Receipts: Assigning a Different Batch to a Receipt

If you are processing data for another user, or after the date the actual transaction took place, you may need to change the BATCH assigned to a receipt to help it report correctly. 

This process shows you how to do this. 

Any user with access to create or edit a receipt will be able to perform this task. 

1. We shall assume you have arrived at the Receipt page having correctly back-dated the process used accordingly. 
2. On the Add Receipt or Edit Receipt page, locate the area of the receipt titled Batch Description.
3. Click the link Change Batch that is adjacent to this field. 
   
4. A pop-up will appear, showing the current batch and offering search options. 
   
5. Click the down-arrow on the Current Batch drop-down to select the user the receipt bach should be assigned to.
   
   • This does not have to be the user creating the receipt.
   • The user list is listed alphabetically, by surname. 
6. Once the user is selected, the next drop-down will populate with any open batches for that user. These only become visible when the user is selected. Use the down-arrow to select the correct one from the drop-down. 
   • If you need to create a new batch, see this walkthrough for further assistance: Create a New Batch
7. Click Change Batch.
8. The pop-up window will close and your selected batch will now show in the Batch Description field. 
9. For best results, make sure you change the Receipt Date to match the Batch date. 
10. Complete your receipt as normal.