Batch Statuses & How to Update the Status of a Batch

Batch Statuses allow you to set the status of a batch to quickly see where you're at with your batches. The batch statuses available in Elvanto are:

Batch Statuses

Open

Use this batch status if you are actively adding transactions to your batch or are still working with the batch.

Transferred

Use this batch status if all of the funds have been deposited to your account.

Closed

Use this batch status when the batch is fully accounted for and you are done working with the batch.

How to Update the Status of a Batch

Step-by-Step Guide

1. Login to the Admin Area

   • Access your Elvanto account by logging into the admin area.

2. Navigate to Financial > Batches

   • From the main menu, go to the Financial section and select Batches.

3. Select and Edit the Batch

   • Choose the batch you wish to update. Once the batch is loaded, open the Edit tab.

Marking a Batch as Closed

1. Select the Batch

   • Choose the batch you want to mark as closed.

2. Change the Status

   • Click on the Status dropdown and select Closed.

3. View Closed Batches

   • When a batch is closed, it will be hidden from the main batch view. To view your closed batches, select the Closed status from your batch filtering options.

Marking a Batch as Transferred

1. Select the Batch

   • Choose the batch you want to mark as transferred.

2. Change the Status

   • Simply select the Transferred checkbox to mark the batch as transferred.

By following these steps, you can efficiently manage your batches and keep track of their statuses in Elvanto.