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Viewing the History of Batched Charges

Administrators can review the history of batched charges for one department at a time from the Outbox. You will be able to select a specific batch of charges and view the individual charges within that batch, as well as print the batch, if desired.

To view the history for batched charges, do as follows:

  1. Go to the Outbox by selecting Outbox from the View Charges pull-down list on the Charge Capture Desktop.
  2. Select a specific department from the Department pull-down list.
  3. Click the Batch History button on the toolbar.

The Choose Batch screen will appear, along with the Quick Details box that provides summary information for the selected batch:

  1. Select the batch you wish to review by clicking the radio button that precedes it. Then, click the View button in the Quick Details box to display all of the individual charges in that batch.

These lists can be quite long, depending upon the size of your batches.

  1. Click the Print button in the Quick Details box to print a Charge Report containing the equivalent information of a Charge Details screen for each charge within the batch. Use caution, as this can result in printouts containing many pages.
  2. Click the Cancel button in the Quick Details box to return to the Choose Batch screen.