This status is useful if your association has decentralized the entry of transactions and staff need a method of communicating to the accounting department when the batch is ready for review or posting. If another transaction should be added to the batch, the Batch Status may be changed back to Open. Staff are prevented from adding carts or transactions to the batch. Open-Staff can to add cart s or transactions to the batch.Here are details about each of the available batch statuses: Typically, a batch moves from Open to Pending, to Posted, and finally to Exported. Key Fields on a Batch Batch StatusĪs a batch is used within Nimble AMS, the Batch Status updates to reflect the life cycle of the batch. Use the GL Exports feature to use any other GL system(s) which require export files in. Nimble AMS supports a general ledger export that is compatible with Microsoft Dynamics ™ GP. It may take up to 5 minutes for the batch totals to reflect any changes. Totals Last Updated updates to reflect the Date/Time the totals were updated. Revenue updates to reflect the sum of income in the batch. Total Cash Value updates to reflect the sum of payments in the batch. When an order is adjusted or added to the batch, an Apex job is scheduled to update the batch totals: Exported On updates when Batch Status is set to Exported.Posted On updates when Batch Status is set to Posted.Pending On updates when Batch Status is set to Pending.The date fields on a batch update when the Batch Status changes.Manual: Created by staff. Typically, a manual batch is used to collect orders by specific bank deposits or some other related grouping.Ī batch updates automatically when items on a batch change:.For example, the batch that is created when an inter-entity transaction is created. By automated processes within Nimble AMS.When a constituent places the first order of the day in Community Hub.Once an automatic batch is created, it is used for the remainder of the day by any staff that selects the automaticbatch. When staff enters the first order of the day in Nimble AMS and Batch is set to Automatic.Automatic-A new automatic batch is created:.
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