How To Create A Batch Receipt Entry

Metadata: Created November 2024, Product: PAC Classic

Introduction

This guide explains how to create transactions using the batch receipt entry feature in PAC Classic. Batch entry allows for the creation of multiple transactions simultaneously, saving time and effort compared to entering transactions individually.

Step-by-Step Guide

1. Access Batch Receipt Entry
   • Navigate to the Transactions Tab.
   • Click Batch Receipt Entry at the top of the page.
2. Create and Configure the Batch
   • Name the Batch: Assign a searchable name for future reference.
   • Set the Date: Assign the same date to all transactions in the batch.
   • Configure additional fields as needed:
     • Bank
     • Report Code
     • Transaction Method
     • Source (optional)
     • Category (optional)
       
       
3. Enter Transaction Details
   • Add the Contributor’s Name and Amount for each transaction.
   • If more than five receipts are needed, click More to add additional fields.
     
     
4. Finish Batch Entry
   • Click Finish to proceed.
5. Review and Confirm
   • On the confirmation page, review the entries.
     • Note: Fields cannot be edited at this stage.
       
       
   • Options on this page:
     • Add more receipts.
     • View the entered receipts.
     • Submit the batch.
6. Submit and Edit as Needed
   • Click Submit to finalize the batch.
   • After submission, you can:
     • Edit the batch name, transaction dates, and transaction method.
     • Delete the transactions and batch if necessary.
   • Once submitted, the transactions will be saved to the system.

Post-Submission Notification

• A confirmation email will be sent once the batch is successfully completed.

FAQs

Q1. Can I edit transaction details before submitting the batch?
A1. No, fields can only be edited after the batch is submitted.

Q2. How do I search for transactions within a batch?
A2. Use the Batch Name field to locate all transactions associated with that batch.

Q3. What happens if I make a mistake in the batch?
A3. After submission, you can edit transaction dates and methods, or delete the batch entirely if needed.

Troubleshooting

• Issue: Incorrect transaction date or method.
  Solution: Submit the batch, then edit the transaction details afterward.
• Issue: No confirmation email received.
  Solution: Ensure the batch was submitted correctly and check your email spam/junk folder.