How to Edit the Details for a Batch

Use this procedure to fix an error in the details for a batch. This procedure id you are reconciling a batch and need to correct such information as dollar amounts and transaction counts.

This topic shows you how to modify the batch details. If you need to edit the transactions in a batch, go to How to Edit or Delete Transactions in a Batch.

You cannot edit the details of a closed batch.

On the Home page, you can open the DM Batches page by selecting Batches in the navigation bar or by clicking a page link (for example, Open) at the bottom of the Batches card.

On the Home page, open the DM Batches page.
The page opens in card view. To switch to grid view, click this button in the upper right: .
In the batch list, locate the batch whose details you want to edit. To quickly find the desired batch, use the Search or Filter function.

Position your mouse over the Info icon to find out what type of data the Search bar accepts.

Select the batch name (Description) to view the batch details.
As necessary, change the details for the batch.

Note that details in certain fields, such those in the Created field, cannot be changed. For auditing purposes, you must supply a reason for the changes made in the Reason field.

Click to save your changes.

The system updates the details for the batch. The changes are reflected on the batch card and the grid on the DM Batches page.