Add Posted To Batch

Getting Started #

Have you ever posted records into the wrong month and need to delete them? 19 of the 22 batch forms where you can add records back require you to add each record back one at a time. These templates download the posted records so you can identify which ones need to be added to a batch. Click one button and they are all added to a batch.

Available Templates #

• Add Posted To Batch – AR Cash Receipts
• Add Posted To Batch – AR Invoice Entry
• Add Posted To Batch – CM Outstanding Entry
• Add Posted To Batch – CM Transfers
• Add Posted To Batch – EM Cost Adjustments
• Add Posted To Batch – EM Fuel Posting
• Add Posted To Batch – EM Meter Readings
• Add Posted To Batch – EM Usage Posting
• Add Posted To Batch – GL Journal Transaction Entry
• Add Posted To Batch – IN Adjustment Entry
• Add Posted To Batch – IN Material Orders
• Add Posted To Batch – JC Cost Adjustments
• Add Posted To Batch – JC Material Use
• Add Posted To Batch – JC Revenue Adjustments
• Add Posted To Batch – PO Change Order Entry
• Add Posted To Batch – PO Purchase Order Entry
• Add Posted To Batch – PO Receipts Entry
• Add Posted To Batch – PR Leave Entry
• Add Posted To Batch – PR Timecard Entry
• Add Posted To Batch – SL Change Order Entry
• Add Posted To Batch – SL Subcontract Entry

Known Issues With Vista #

The templates below have a known issue related to Marking the records as D-Delete. Each individual guide calls out the known issue and provides a workaround.

• Add Posted To Batch – CM Transfers
• Add Posted To Batch – PO Receipts Entry

The Three Outliers #

The three Vista forms below offer more options when adding transactions to a batch.

If you need to add back records from an entire batch then it’s most likely faster to use the Vista process for these forms.

AP Transaction Entry

GL Journal Transaction Entry (Reference = Batch # for Non-GL Entries)

PR Timecard Entry