This article will teach you how to create a new batch of Payable Invoices.
- From the Accounting menu, click Accounts Payable.
- From the Accounts Payable page, click the Expand button in the upper-right corner and then click the Approved tab.
- Add the approved distributions to a batch:
- Select the checkboxes for the Invoice Distributions that you desire to add to your batch.
- Alternatively, you can batch in bulk by clicking the Actions button and selecting the accounting system. At the prompt, click the OK button, and all of the distributions will be checked.
- Note: Please make sure batches do not exceed 200 distributions to avoid any issues when exporting.
- Click the Actions button and select Add to Batch.
- Once the Add Distributions To Batch window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Batch | Select an existing batch to add your Payable Invoices to or select CREATE NEW. |
| Batch Name |
Enter a name for your new batch including the expense period (i.e. Payables 12.15.2013). Do not include any special characters in the batch name (i.e. / & * ^ > <) Note: WorkSpace automatically fills in the name of the batch, which can be edited. However, once the batch has been created, the batch name cannot be edited. If you've made a mistake in titling the batch, you will need to create a new batch with the correct title. Note: The default expense period is the current calendar month. If your property has a different cut-off period (i.e., 25th of the month), you can change the period when you create a batch by changing the Expense Period in the top right corner of the Batch Details page. |
- Click the Add to Batch button.
- Your Payable Invoices have now been added to your new batch.
- Note: If applicable, click the Export to PDF button to export the Payable Invoices in your new batch to .PDF format for quick comparison.