Batches Feature in Profitz

Use the Batches functions in Profitz to manage groups of transactions that are processed together. Batches help you keep track of work in progress, resume unfinished sessions, and review transactions that have already been posted.

Batch Numbers

A Batch Number is automatically assigned when you begin entering a transaction. If you do not complete the batch, you can resume it later without losing progress.

• Resume batches: Setup › System Utilities › Batch Resume
• View pending batches: Setup › System Utilities › Pending Batches

Note: Setup is only available to Profitz Consultants: contact [e-mail] to resume or view pending batches.

Posted Batches

Navigate to:

Setup › System Utilities › Posted Batches

This screen displays all batches that have been posted to the system.

You can view:

• Batch Number
• Batch Type
• Posting Date
• Period
• User

Posted batches cannot be edited.

Next Steps

Use Batch Resume or Pending Batches to continue working on unposted batches, or review completed activity in Posted Batches.