Submit batches of receipts

• Only New batches can be submitted.

• Cash receipt batches must be submitted before they can be approved. Approval posts them to the general ledger.

• Submitted batches cannot be edited, but they can be un-submitted if editing is required.

Submit a group of cash receipts batches

1. Select Cash Receipts from the Receivables menu, and the Cash Receipts window opens.

2. Check the box(es) for the batch(es) you want to submit, and click Submit Batch. You're asked to confirm the action.

3. Click Yes, and the Result window opens.

4. Click Close when you're finished reviewing the results. The batches receive a status of Submitted. Once submitted, cash receipt batches are available for approval.

You can approve the batch by clicking the Approve Batch button while you're still in the Cash Receipts Batch Form window, but if you want to approve a group of batches, click here for instructions.

Continue with Approve a batch

Return to Cash Receipts Overview