To pass fees onto your clients try the Journals Tool
To create a batch, select "+Add" button (top right)Pop-up screen appears for data to be entered.
All fields are mandatory
- Organisation – Select an organisation. You will only see organisations that you have permission for.
- Settlement Date - will default to the current days date. You can opt to change the settlement date to a future date.
- Currency - will default to AUD. If permission exists, you can change the currency
- Description - User defines
- Purpose – A pre-defined drop-down list that must be entered at a batch level. If “Other” is selected, you must enter more information.
Select "Create" button
Batch is now created. Batch will automatically open for you to enter your journals.
TCOps Reference No. will be generated upon creation of batch.