Close a Batch

misc.: A step by step guide on how to close a batch.

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  • Click the “Close Batch” icon on the home screen, or select Drawer/Batch on the top bar menu, and click Close Drawer/Batch.
  • After verifying the batch using the proofing tools, or reports, click Close Batch.
  • The system will Print a deposit slip and send an entry to update the GL.
  • You can also suspend the batch for another user to finalize and close.

NOTE:

Only authorized users can Close Batches.

Some users will only be able to suspend their batch.


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