Add Posted To Batch

Getting Started #

Have you ever posted records in the wrong month and needed to delete and re-enter them? In 19 out of the 22 batch forms where records can be re-added, the standard process requires adding each record individually—a time-consuming task.

With these templates, you can quickly download posted records to identify which ones need to be added back to a batch. Simply click a button, and all selected records are re-added, streamlining the correction process.

Available Templates #

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.

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