> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tangoanalytics.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and approve payment batches

> Group lease payments into batches and move them through the approval workflow.

Batch rent lets you group lease payments or billings and submit them for approval in bulk. This process works for both generated recurring payments and one-time payments.

## Create a batch

<Steps>
  <Step title="Open Batch Rent">
    From the lease home, click **Batch Rent**.
  </Step>

  <Step title="Create a new batch">
    Click **New**. Select whether the batch covers **Accounts Payable** or **Accounts Receivable**.
  </Step>

  <Step title="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)
  </Step>

  <Step title="Create the batch">
    Click **Create**. The system populates the **Manage Batch** tab with all eligible payments.
  </Step>

  <Step title="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
  </Step>

  <Step title="Save and submit">
    Click **Save** to preserve your selections. Then click **Submit** to send the batch for approval.

    <Note>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.</Note>
  </Step>
</Steps>

<Tip>Use the **Export** button to download batch details to Excel for review before submitting.</Tip>

## Approve or reject a batch

<Steps>
  <Step title="Open the pending batch">
    From the lease home, click **Batch Rent** and select a batch with status **Pending Approval** from the list.
  </Step>

  <Step title="Review batch details">
    Click the **Manage Batch** tab to review the payments included.
  </Step>

  <Step title="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

    <Warning>Only the designated batch approver can approve or reject a batch. Add comments when rejecting so the submitter knows what to correct.</Warning>
  </Step>

  <Step title="Review workflow history">
    All actions taken on the batch are captured in the **Workflow** tab.
  </Step>
</Steps>

<Info>If batch edits are needed after submission, a user with sufficient rights can select **Terminate Workflow** to revert the batch to Draft status.</Info>