Review Batches

Reviewing a batch is not a required step in processing payments. However, it can be useful when someone needs to sign off on a batch before it is processed.

1. Navigate to the Payment Processing area.

2. From the Batches tab, click on the Manage payments button next to the batch.

3. Review the payments included in and excluded from the batch.

4. If the batch looks correct and is ready to be processed, take one of the following actions to mark it as Reviewed.

   • Option 1 - Select the ellipsis icon next to the batch and then Mark as reviewed.

     

   • Option 2 - Select the Manage payments button and then the Mark as reviewed button in the batch summary on the Manage Batch page.

     

5. In the Mark as Reviewed screen, confirm the action by clicking on Mark as reviewed.