Create a batch
1
Open Batch Rent
From the lease home, click Batch Rent.
2
Create a new batch
Click New. Select whether the batch covers Accounts Payable or Accounts Receivable.
3
Set batch parameters
- Applies From / Applies To — payments whose effective date falls within this range are eligible for inclusion
- Lease Financials Group — Real Estate or Non-Real Estate
- Batch Number — an optional description (the system generates a unique batch ID automatically)
4
Create the batch
Click Create. The system populates the Manage Batch tab with all eligible payments.
5
Select payments to include
Check the Include box next to each payment to include. Use Include/Exclude for bulk selection options:
- Select All / Deselect All
- Select All Same as Last Month — auto-checks payments where the amount matches the prior month
- Select with Threshold — includes only payments below a specified dollar amount
6
Save and submit
Click Save to preserve your selections. Then click Submit to send the batch for approval.
You cannot submit a batch until it has been saved first. Once submitted, the batch and its invoices become read-only until approved or rejected.
Approve or reject a batch
1
Open the pending batch
From the lease home, click Batch Rent and select a batch with status Pending Approval from the list.
2
Review batch details
Click the Manage Batch tab to review the payments included.
3
Take action
- Approve — sets the status to Approved; the batch becomes a view-only record
- Reject — returns the status to Draft so modifications can be made before resubmitting
- Delegate — assigns the approval to another authorized user
4
Review workflow history
All actions taken on the batch are captured in the Workflow tab.
If batch edits are needed after submission, a user with sufficient rights can select Terminate Workflow to revert the batch to Draft status.