- Knowledge Base Categories:
- School Accounting System
- Accounts Payable
- Accounts Receivable
- General Ledger
- Payroll
- Fixed Asset Inventory
Training Tidbit: What should I enter as the batch description?
When creating a new batch for the various data entry items (such as invoices, purchase orders, manual journal entries, cash receipts, pay period entries, deduction/tax adjustments) or check cycle batches in the School Accounting System, you must enter a unique description for the new batch in the Batch Description field. The description can be alphanumeric and up to 50 characters long, and if a unique description is not entered (the description had been previously used with a different batch within the same option or different option), the system will add a dash and four numbers (starting with 0001) at the end. For example, if the description of “April 2023 Batch” had previously been used, the next time that description is entered, the system will change the description to be “April 2023 Batch-0001” to make it distinctive.
Note: You are able to tab through the Batch Description field for a batch to use a default description assigned by the system; however, we recommend that you be descriptive in naming the batch so that when looking at a list of batches, you would be able to easily identify what is included in each batch. For example, here are a few batch descriptions for various options: “April 2023 Invoices”, “April 2023 Accounts Payable Checks All Funds”, “April 2023 Regular Payroll for Certified Staff”, and “April 2023 Lunch Fund Cash Receipts”.