Editing a Batch
Editing a Batch
Open batches contain transactions that have not yet been posted to the homeowner’s account and are able to be edited.
NOTE: Closed batches cannot be edited.
To edit an open batch:
Select Homeowners > Batch Posting. If you are using universal navigation, click Accounting > Daily > Batch Posting.
Select the checkbox next to the batch to edit.
Select a user from the dropdown menu under the Assigned column and click Save.
NOTE: Users must be assigned to the batch before they can edit it. See Assigning Batch Ownership.
Select Homeowners > Transaction History. If you are using universal navigation, click Residents > Residents > Transaction History.
Search for and select the desired homeowner and association.
Locate the open batch to be edited.
NOTE: Open batches will be highlighted in blue.
Click on the Date of the transaction to open the Transaction Note screen.
Edit the Amount of the transaction and/or transaction Description and click Save. The transaction may also be deleted from this screen.
Once all desired changes have been made, the batch may be posted.
NOTE: If the assessment type should be changed, the transaction must be deleted and re-entered.