Batches

Compeat uses the concept of batches, indicating that work is entered in groups. You can think of a batch as an electronic folder that can contain any number of items. Although Compeat always acts as though you are entering batches of work, a batch may in fact consist of just one item. If you are entering just one invoice into Compeat, for example, your batch is simply that invoice. The system will treat it the same as any other batch.

Entries in batches can be reviewed, added to, edited, completed, and printed at will, until the batch is posted. However, Compeat prevents two users from working on the same batch at the same time.

Upon posting, journal entries are made — the information in the batch populates your Compeat system and can no longer be changed except through a subsequent adjusting entry.

Permission from your Security setup is needed in order to post or delete batches.

Where Batches Are Used

Compeat displays a list view and allows you to create a new batch, or else select a listed batch to edit or delete, when you select any the following transactions:

In each instance, except Computer Payments, a screen appears that looks like the following:

Column Description

Each batch is identified by:

Options

To make a new batch with a system-assigned batch code, select Create Batch.

OR

Click on a particular batch code, if multiple batches are present.

Then select one of the following buttons: