Batch Inquiry

To view details about active and inactive batches, go to Finance → Receivables → Batch Inquiry.

Use the available filters to limit the results: Customer/Shipper Name, Date Start, Date End, Batch Nbr, Batch Description, Status, Type.

Click on the Batch ID to view details about the batch.

If a batch has an Active status, click the  icon to edit the batch. Each Unapplied entry can be edited or deleted.

Batch Activity can also be viewed by selecting the Batch Activity tab.

 Click the  icon to delete an Active batch.

To export the data displayed in the results list, check the Email or Mailbox option and then click the Export CSV button in the lower right corner of the list.

An Excel file will be generated and sent to the selected option(s).