Assigning accounts to an existing batch for precollect accounts

Menu 11.8, Menu 11.2

When entering a new account, you can add it to an existing batch. This option allows you to view the open batches and select one from a list.

To assign an account to an existing batch for precollect accounts:

1. From the Master menu, navigate to Precollect > Precollect Posting (menu 11.8).

   

   You can also access the precollect posting screen from Precollect > Precollect Update (menu 11.2).

2. In the Batch Number to Update window, select Use Existing Batch, and press Enter or click Ok.
3. In the Open Batches window, select a batch, and press Enter or click Ok.
4. At the message indicating the last time the batch was updated, do one of the following:
   • To use this batch, click Ok.
   • If this is not the correct batch, click Cancel.