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Finding a Batch

Modules>Accounting>Batch>List Batches

There are multiple ways to locate a record using the Find page (for detailed methods on how to locate records, see the Find page). The Find functionality is universal throughout netFORUM . The results will display in a List page, which is also universal throughout netFORUM .

The Batch information is stored in the database by the columns or fields you selected during the Add Batch process. Only a predefined set of columns pertaining to Batches will be available to you on the Find - Batch page.

Find vs. Query

The Find page is setup with a predefined set of columns (fields) versus a Query which allows you to select from ANY column in the search Table.

Navigating to the Batch Profile

There are two ways to navigate to the Batch Profile page:

  1. Go to the Accounting Module.
  2. On the Overview page, click the Batches link (or icon). The Find - Batch page will display

OR

  1. Go to the Accounting Module.
  2. Expand the Batch group item located on the left-navigation bar.
  3. Select the Find Batch or List Batches group item link.

Tip: Using a consistent naming convention for your batches will make it much easier to locate the one you are looking for.