Compeat uses the concept of batches, indicating that work is entered in groups. You can think of a batch as an electronic folder that can contain any number of items. Although Compeat always acts as though you are entering batches of work, a batch may in fact consist of just one item. If you are entering just one invoice into Compeat, for example, your batch is simply that invoice. The system will treat it the same as any other batch.
Entries in batches can be reviewed, added to, edited, completed, and printed at will, until the batch is posted. However, Compeat prevents two users from working on the same batch at the same time.
Upon posting, journal entries are made — the information in the batch populates your Compeat system and can no longer be changed except through a subsequent adjusting entry.
Permission from your Security setup is needed in order to post or delete batches.
Compeat displays a list view and allows you to create a new batch, or else select a listed batch to edit or delete, when you select any the following transactions:
AP Invoices, Recurring AP Invoices These batches have a BV prefix.
Manual Checks These batches have a BM prefix.
Manual Payments These batches have an MP prefix.
Computer Payments These batches have a PMT prefix.
General Journals, Recurring General Journals These batches have a GJ prefix.
In each instance, except Computer Payments, a screen appears that looks like the following:
Each batch is identified by:
Started By The name of the user who initiated the batch, or "Scheduler" if it is a recurring invoice or recurring general journal entry.
Batch Code The system-given code number of the batch (the prefix indicates the type of batch).
Created The date the batch was started.
# of Entries The number of journal entries that comprise the batch (remember, a journal entry contains an unlimited number of credits and debits).
Batch Total The total dollar amount of the batch.
Batch Description The name of the batch. If no name appears, you can use the Set Description button to name the batch. You can also use this button to edit the name of the batch.
Schedule If it is a recurring invoice or recurring general journal entry, this field will show the name of the schedule associated with the batch. You can add or edit a name by clicking the Schedule button.
To make a new batch with a system-assigned batch code, select Create Batch.
OR
Click on a particular batch code, if multiple batches are present.
Then select one of the following buttons:
Edit Batch to review the highlighted batch.
Delete Batch to remove from the system the highlighted batch.
Save Batch Description to save changes made to a Batch Description.