PR Set Up Batch window

PayrollCS > Payroll > Payroll menu > PR Set Up Batch window

Batch processing is only available if you selected Enable multi-batch mode in Module Preferences. Use the PR Set Up Batch window to define a batch identity and maintain batch information in your system. Batch processing allows you to have more than one user enter transaction information at the same time. It also allows you to separate transactions into different batches so you can post them at different times, based on purpose, timing, or any other category that is meaningful to your business. Employees can only be in one batch at a time. You must use a separate batch for void transactions.

Batch Number

The batch number is set automatically by the system and cannot be changed. The numbering scheme begins with “AAAAAA” and continues with “AAAAAB”, “AAAAAC”, and so on. After reaching “AAAAAZ”, the next batch will be “AAAABA”, followed by “AAAABB”, “AAAABC”, and so on. The pattern will continue until the batch “ZZZZZZ”, at which point the sequence will start over at “AAAAAA”.

Identity

Enter an identifying description in the Identity box. The default will show the three-character user ID and the current time. You can modify this to reflect your needs; for example: SUP 15:28:49 Monday 3/17 or MGS Monthly Rental Charges 3/17/14.

Date Created

This is the date this batch was created. If this is a new batch, it will reflect the current transaction date. This is set by the system but can be changed from the Change the Session Date option in the Payroll section of the navigation pane.

Transactions

The number in this box reflects the number of unposted transactions currently in the open batch. It is for informational purposes only and cannot be edited. If you want to delete a batch in this window, this field must show zero.

Check Status

This number reflects the number of checks ready to print in the selected batch. If there are no checks in the batch, the message “No checks in batch” appears.