Batches overview

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

Batch distribution and tracking

Select a batch ID to open the Distribution and Tracking view. Here you can explore the contents of a batch in greater detail. 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. In the Documents view, select Download to export data in CSV format.

Batch filters

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.