ThreeSixty Web Client Batches

Batches in ThreeSixty Web Client allow you to create and manage batches used for processing orders. Batches are groups of transactions made by a user. If a user activates an order (with OR without payment), that transaction goes into the batch opened by the user. If the user does NOT have a batch open and activates the order (without payment), the batch remains blank and is updated when a payment is made (with the batch the user is in when the payment is made). If the user does NOT have a batch open, he/she will NOT be able to apply a payment to an order.

Transactions on orders may happen at anytime, by multiple users, on multiple days. Therefore, a batch would not always contain all the transactions that happen on one particular order. Each line activation and payment applies a batch and it can’t really work another way.

ThreeSixty Web Client batches conform to Generally Accepted Accounting Principles (GAAP) by allowing organizations to assign security by batch function. Organizations can determine which staff members should have access to batch creation, receipt entry, and/or posting functionality. For security purposes, one person sets up the batch of deposits and records the total, while another person enters all the details, and a third person posts batches.

Access batches by selecting Create Batch on the Accounting Central screen, or by selecting Create Batch from the Accounting left navigation menu.