A/R Editing a Batch

When you create a batch (group of payments) using ResiDex A/R, you are prompted for a deposit amount/total and batch date.  If you enter either of these in error, you can edit them.  It is very important to have this information accurate.  If the batch date is off by the wrong month/year it will immediately impact the aging reports. If the total is off, your accounts will not balance and the batch will not be able to close correcty.

Edit Batch Details:

  1. From the Receive Tab
  2. Click on a batch
  3. Click any payment line in the batch

  • A screen will open - press Edit and confirm you want to edit by pressing "OK"

  • On the screen that opens, edit the details as needed and press OK