Batches overview

In the Batches workspace, you can manage, monitor, and analyze batches of payment envelopes.

What information does the Batches workspace show?

Each row in the workspace displays vital information such as:

• the current status of a batch and when it was created

• the size of the batch, in files

• a breakdown of documents and remittances, sent and received

View Batch distribution and tracking details

Select a batch ID to open the Distribution and Tracking view, where you can explore the contents of a batch in greater detail. From this view, you can:

• Review document delivery methods, including bullpen rules

• See the branches in which documents were sent

• Examine received files, including documents and remittances

You can also toggle between batch and document views to explore batch constituents on a document-by-document basis.

Export batch documents

In the Documents view, select Download to export data in CSV format.

Filter batch by ID, status or date

You can filter batches by ID, status, or date. Select a column header to launch the filter options window.

Batch ID: Sort by batch name or ID number. Filter by exact or partial ID number

Current Status: Sort A-Z or Z-A. Filter by one or more statuses: create, processing, distributing, awaiting approval, and done.

Batch Created: Sort old to new or new to old. Filter by preset or custom date ranges.