Batching a purchase ledger transaction offers a way to save transactions as a draft so you can be edit it later. Selecting a transaction to be batched can be found on the Save Options screen which opens once you click Save on any transaction type.
This article takes you through the batching of an invoice, but the same logic applies when batching any purchase ledger transactions.
Batch an invoice from the supplier record list
Click Creditors then click Suppliers.
Note: All suppliers are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Select the checkbox in front of the supplier you want to work with.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click Add Invoice then enter the necessary information. For more information on how to enter a purchase ledger invoice, please refer to our Enter a purchase ledger invoice article.
Click Save then select Batch Transaction.
Enter the batch reference or leave blank.
Click Save.
You can also find information on how to enter any purchase ledger transactions on our Everything you need to configure your purchase transactions article where you can choose the type of transactions you wish to work with.
To access the batch
Click Creditors then click Transactions.
Select Post Batch.
You can use the search panel to find your batched transactions.
Batch an invoice directly from the menu
Click Creditors then click Transactions.
Select Invoice and select the supplier record. You can enter the supplier account code. If you're unsure of the code, you can click the drop-down arrow and select Show More which displays several more records and offers you to search the code and name of the supplier.
Enter the necessary information then click Save. For more information on how to enter a purchase ledger invoice, please refer to our Enter a purchase ledger invoice article.
Select Batch Transaction then enter a batch reference or leave it blank.
Click Save.
To access the batch
Click Creditors then click Transactions.
Select Post Batch.
You can use the search panel to find your batched transactions.
Note: The batch flag saves so when you next enter an invoice, you won't need to select this option again.