Page History

Overview

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The Payment Batches page is used to manage payments that have been applied.

When the Payment Batches page is first opened, the payment batches created within the last five days are listed. To work with payment batches older than five days, use the Search fields to find the payment batches with which you want to work.

Note
Last 5 Days is the default display setting for the page. This can be updated to you default preference via the Preferences: Payment Batch Tab.

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title	How to Get Here?

From the Home Page:	From the Menus:	*Via Shortcut Keys:*
Click Payment Batches from the Manage list.	Open the Manage menu and select Payment Batches.	Press [Alt] + [M] + [P].

Field Definitions

Field	Type	Required	Description
Search Criteria Section

			Displays Batch ID, Created, and Status criteria as entered in the Search Criteria window.
Payment Batch Information Section

			This section contains the audit trail for each payment batch.
Practice	Display Only (pulled from created/updated Payment Batch)	Yes	The practice associated with the payment batch.
Batch ID	Display Only (system-generated)	Yes	The unique identification number of the payment batch assigned when it is created. By default, the table is sorted by this column in ascending order.
Created	Display Only (system-generated)	Yes	The date and time the payment batch was created.
Creator	Display Only (system-generated)	Yes	The name of the person who created the payment batch.
Counts Section

			This section contains the totals for the number of payments in the payment batch.
Expected	Display Only (pulled from created/updated Payment Batch)	Yes	The number of payments expected to be entered in the payment batch.
Current	Display Only (system-calculated)	Yes	The number of payments entered in to the payment batch.
Posted	Display Only (system-calculated)	Yes	The number of payments posted in the payment batch.
Amounts Section

			This section contains the totals for the amount applied and the status of the payment batch.
Expected	Display Only (pulled from created/updated Payment Batch)	Yes	The sum total amount of all payments to be entered in the payment batch.
Total	Display Only (system-calculated)	Yes	The sum of the all payments (checks) currently in the payment batch.
Distributed	Display Only (system-calculated)	Yes	The total amount of funds currently distributed (allocated), but not yet posted, from payments in the payment batch.
Posted	Display Only (system-calculated)	Yes	The total amount of the payments that have been posted in the payment batch.
Balanced	Display Only (system-calculated)	Yes	Indicates whether all payments (checks) in the payment batch are in balance. The payment batch is in balance when the value in the Distributed column matches the value in the Total column. The value in this column will be either Yes or No.

Button Descriptions

Button	Shortcut Keys	Description	Step-By-Step Guides
Search	[Alt] + [S]	To find payment batches.	Click Search. The Search Criteria window opens. Image Modified Enter search criteria. Click OK.
Create	[Alt] + [C]	To create a payment batch.	Creating Payment Batches
Update	[Alt] + [U]	To modify a payment batch.	Updating Payment Batches
Import	[Alt] + [I]	To import payments from an ERA file into a payment batch.	Importing ERA Files
Print Remit	[Alt] + [R]	To generate the Remit Detail report.	Generating the Remit Detail Report
Post	[Alt] + [P]	To post a payment batch	Posting Payment Batches
Delete	[Alt] + [D]	To delete a payment batch.	Deleting Payment Batches