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Automatic Batch Overview

Paige Freeman
  • Updated

It is a common occurrence for Y-Layer staff to require batches on a daily basis. To avoid manual creation of daily batches, ThreeSixty Operations and ThreeSixty Web Client allow the automatic creation of batches. Each day when a user signs into ThreeSixty Web Client, a daily direct batch is created for them for the chosen branch location.  Users are able to identify which staff to create batches for based on security group settings, as well as set up default receipt types that are automatically added to the auto batch.

For more information on the back office setup for auto batches, please see Automatic Batch Back Office Setup.

ThreeSixty Web Client Automatic Batch Workflow

  1. Ensure necessary system types and codes, application parameters, and receipt types are set up correctly.
  2. Ensure the user logging in belongs to the correct security group(s) and persona(s).
  3. From the login screen, enter your credentials and click Login.
  4. If the user belongs to multiple auto batch security groups, the Branch Chooser will display.
    Click the correct branch row in the grid and then click Select.
  5. Once you have selected your branch, you can choose to open Facility Access only or to open Batch and Facility Access..
  6. If the user belongs to only one auto batch security group, the Branch Chooser will not display and the batch will automatically created  based on the security group setup.
  7. Upon login, the batch is created and can be accessed by clicking the batch number  from the header bar, as shown below:

For more information on auto batch setup, please see the following: