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Resolving Batch Conflicts

With Manual Batch Management, if a batch fails to close, you can view the transactions that are preventing the batch from closing on the Batch Conflicts tab and move the problem transaction(s) from one Open Batches to another, if necessary.

For example, on the Batch Profile below, you will see several conflicts that will prevent this batch from closing.

Note: If you have a money order or purchase order in the batch, you must enter a Purchase Check Date before you will be able to close the batch.

To view the transactions that are preventing the batch from closing:

1. On the Batch Profile, click the Batch Conflicts tab.
2. On the Conflicting Transaction Charges child form, click the Edit icon next to the batch name to open the Batch Transaction Detail pop-up window for the selected transaction.
3. Expand the Batch drop-down menu and select the batch where the conflicting transaction should be moved.

4. Click the Save button.

The transaction no longer appears on the Batch Conflicts tab and the Batch Close Process can be completed.