Managing batches
Access requiredTo find or post a batch, you must be a system administrator or a staff user with Finance: 2 module authorization. To create, edit, or delete a batch, you must be a system administrator or a staff user with Finance: 3 module authorization.
Transaction records are created for the various financial actions, such as membership joins, membership renewals, product purchases, event registrations, open invoice payments, and donations, that take place on your website. iMIS automatically groups these transactions in batches by date.
NoteThe MANAGER account cannot create manual batches. When using the MANAGER account, the default batch is always selected. As a reminder, the MANAGER account should never be used to process transactions. See Overview of security throughout iMIS for more information.
Updated about 1 month ago