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How to release a payment batch from Payment Entry
How to release a payment batch from Payment Entry
Description of Issue
Need to know how to release a batch from Payment Entry so that it can be approved or posted.
Context
- Accounts Receivable
- Payment Entry (arbilinq)
Cause
A batch was created and is complete and now needs to be approved or posted.
Resolution
- Navigate to the Payment Entry program either by searching or via the following path: General or Property Revenues > Payment Processing > Payment Entry
- Click Search.
- Enter enough Batch Information like Batch Number and Entry Date to find the batch (or leave all fields blank to find all batches that can be released).
- Click Accept.
- If multiple records return, use Browse to view a list of the records or the arrows at the bottom of the screen to flip through the records.
- Once the batch has been found, click Output-Rel.
- Choose the desired Report Options.
- Click Accept.
- Choose an Output type, either: Print, Save, PDF, or Display (Save is recommended).
- Click OK.
- A message appears: Would you like to release this Batch?
- Click Yes to proceed and No to cancel.
- If Yes was selected, a message will appear at the bottom of the screen: The Batch has successfully been released.
Additional Information
Additional resources for working in Payment Entry can be found here: Master Article - Payment Entry
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