Misc Cash Import Batch Release Status

Imported batches not in Payment Journal.

Misc cash import skips workflow.

How to make miscellaneous import automatically released. 

• Misc Cash Import

• User Attributes

• Setup/Admin

Users may find they are unable to see imported payment batches in the Payments Journal. Especially after upgrading. Often this is because the Batch Release Status for the wsuser is set to Unreleased and a user may not be accustomed to checking for a batch in Payment Entry. Conversely, users with workflow enabled may find that Misc Cash Import batches are skipping the workflow steps. This is because the Batch Release Status for the wsuser is set to Released and should instead be set to In Review. 

Please see the below instructions for configuring the Batch Release Status.

1. Navigate to General Revenues > Accounts Receivable > Accounts Receivable User Attributes.

2. Click Search enter wsuser.

3. click Accept.

4. Highlight the relevant role and click Edit Role.

5. Click Update.

6. Set Batch Release Status. 

7. Click Accept.

Please reach out to support for more information.