CenterPoint Fund Accounting - Batch vs. Real-Time Transactions

To enter transactions that will be posted in batch

1. On all transaction entry screens, in the Current Batch box, enter the name of the batch or click to select the batch from a list.
2. Enter the transaction information.
3. Click Save.
4. When you want the transactions to be posted and checks/invoices printed, follow the Post a Batch procedure.

To enter transactions that will be posted immediately (real-time)

1. On all transaction entry screens, in the Current Batch box, leave the default No Batch.
2. Enter the transaction information.
3. Click Save.
4. The transaction will immediately affect balances, inquiries, reports, and print checks/invoices.

See Also