Batch Headers

Overview

The Batch Headers page displays details of the cheque batches which have been imported in to the application in a tabular format.

Each row in the table represents a single batch of cheques. For each cheque batch you can review:

• The batch number assigned to the batch of cheques.
• The file name which the data was imported from.
• The bank account the cheques are linked to.
• The date the batch of cheques was imported.
• The total number of cheques in the batch (which haven't been archived or deleted).
• The total value of cheques in the batch (which haven't been archived or deleted).
• The status of the batch.
• Name of user who imported the batch.

Actions

From this page it is possible to perform the following actions:

• View Details - View and perform actions on individual or selected cheques within one or more selected batches of cheques. 
• Request Authorisation - Request authorisation to print one or more selected batches of cheques. Please note that this is only required if your cheque print workflow requires that cheques have been authorised prior to printing.
• Print - Send one or more selected batches of cheques to print.
• Archive - Archive one or more selected batches of cheques. 
• Delete - Delete one or more selected batches of cheques.
• Refresh - Manually refresh the table of cheque batches.

Batch Selection

Before performing most of the actions detailed above (with the exception of Refresh) you must first select the cheque batches you wish to perform the action on. It is possible to select one or more cheque batches at a time using the instructions shown below.

To select a single batch, click anywhere on the relevant cheque batch row within the table.  Once clicked the selected batch row will be highlighted and the checkbox in the Header column will show as checked. 

If you wish to select specific multiple batches this can be done by doing one of the following methods:

• To select multiple non-neighbouring batches, hold down the Control key and select batches by clicking on them as you would to select a single batch.
• To select multiple neighbouring batches, you can either hold down the Shift key and click the first and last adjacent batches you wish to select, or click and drag the mouse cursor across the rows containing the batches you wish to select.

To select all or deselect all batches you can click on the Select: 'All' or 'None' buttons shown in the right hand corner above the table.