Creating a new batch

If the batch mode is anything other than Manual batches, new batches are automatically created every day when new transactions are created.

The ability to manually create a new batch is only available if the batch mode is set to Manual batches (Setting > Finance > General).

Option 1: Select batch button

Create a new batch using the Add new option in the Select batch button.

Option 2: Batch window

Create a new batch from Finance > Batches by selecting Create new batch.