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Does acumatica have batches to release invoices in bulk ?


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Best answer by meganfriesen37

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.

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meganfriesen37
Captain II
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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.


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • May 27, 2024

Hello @skumar98 ,

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 


KushaniPerera88
Acumatica Employee
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Hi @skumar98 

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

 


iqraharrison
Captain II
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@skumar98 you can release AR and AP documents in bulk using the release AR/AP documents process screen.  however, the invoices/bills must be in the balanced state.  depending on your preferences, you can specify documents to be on hold on entry.  if that option is checked, then you will have to manually take the documents off hold.  if this option is cleared, then the document will be created in the balanced state, allowing you to release multiple documents at once or release all.  

 

the setting is found in both AR and AP preferences:

 


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