.
Does acumatica have batches to release invoices in bulk ?
Userlevel 7
+10
Acumatica transactions are not “batched” like older systems were. If you have lots of documents to release, check out the mass processing screens. I’m assuming you’re taking about AR Invoices. In the AR workspace, check out the Release AR Documents screen. You can select and release multiple documents at once.
+18
Hello
In addition to Meagan’s recommendations, you could select on the option to Consolidate Batches in GL Preferences screen.
Consolidate Batches option will use one GL batch number to include groups of invoices that are released at the same time using Release AR Documents screen, as well as AP documents released as a group from Release AP Documents screen, and AP checks released as a group from Release Payments, etc. (This is not a complete list of all places that Consolidate batches will group transactions.)
Laura
Userlevel 4
+1
Hi
I think these article will provide more clarification on mass processing AR invoices and GL transactions
GL Transactions: Mass-Processing - https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=3078e8ca-af9b-43f9-a016-b0a949f635f5
AR Invoices: Mass Processing of Documents - https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=ba2e9d5b-9698-4c44-b4d6-070b097d743c
Userlevel 7
+8
the setting is found in both AR and AP preferences:
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.