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If a batch does not automatically display in the grid on the Batch Balancing screen, use the search options to refine the search.
Use the following steps to search for a batch(es):
1. Click on the Business tab, click Batch, and select Batch Balancing.
2. If applicable, click on the Start Year/Period drop-down menus to change the year and/or period search parameters (default parameters: current year/period).
3. If applicable, click on the Batch Code drop-down menu to select an option.
4. If applicable, click on the End Year/Period drop-down menus to change the year and/or period search parameters (default parameters: current year/period).
5. If applicable, select any of the following selection boxes: Month Ended, Non- Month Ended and/or Unbalanced Only (must be selected for batch balancing process).
6. Click on the Search button. The batches that meet the search criteria will display in the grid.
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Click on any of the following to return to the previous process being worked:
•How to Add an Offsetting Entry