Marking a Deferred Batch for Posting
When users have posted all the receipts in the batch, we
need to verify that the batch is ready to be marked for posting. Users will
first run a FAR1305, FAR1303, and email this report to a member of finance.
The subject of the email will be:
(Batch Number) Ready for Posting
Example: 2013120901 Ready for Posting
If the batch is Open:
Open the batch control window by clicking on the Batch in
the upper right hand corner of the screen.
From the Batch Summary tab, verify that the Control Amounts
and the Control Counts match. If they do not, the batch will need to be
reviewed prior to posting with Finance.
In the screen tasks, we will then click Close Batch and then
Mark Batch for Posting.
If the batch is Closed
Open the batch by clicking on the [No Batch Opened] in the
upper right hand corner of the screen
Search for the batch in the name and double click on it.
Notes: If you only have one batch in your name, the
batch will automatically be selected for you.
From the Batch Summary tab, verify that the Control Amounts
match and the Control Counts match. If they do not, the batch will need to be
reviewed prior to posting with Finance.
From the Screen Tasks, click on the option “Mark Batch for
Posting”
