A batch is a collection of invoices and credit notes transactions that can be reviewed at a later time.
All information information relating to recent and previously generated batches is found under History in the Account Export Tool.
Find your previously generated batches
Access the Account Export tool
Please look at our article on how to access the Account Export tool if you need more information on how to do that.
Click on History
The Recent Batches screen will open.
View your previously generated batches
- Filter on User or Date to find the batch you are looking for.
- The batch information includes:
- Batch No. How many batches that have been created.
- User. The person who created the export.
- Date posted. Date and time the export was done.
- Items. Number of invoices that have been created for that specific batch.
- Total. Total amount received.
- Status. The status of the export which can be Awaiting Export, Deleted or Successful
View an invoice in a batch
Click on a batch to open it. In this example, we want to look at invoices in Batch 9 which are awaiting export.
You cannot view invoices or credit notes for batches that have been deleted.
All information relating to the batch will be displayed:
- Transaction. The invoice or credit note number.
- Dated Posted. The date the batch was created.
- Description. Booking ID and the name of the guest or advising the transaction is a credit note.
- Amount. The amount on the invoice or credit note.
Please look at our article on how to remove batches or invoices before exporting to Xero if you need more information on how to do that.