Hello,
Has anyone automated the batch closing and posting procedures? If the end of the month falls on a w/e when staff is not here, finance has to wait a day or two before closing the month. If we could automate, it would solve that issue as well as improve workflow on a day to day basis.
Thanks, Michael
Thanks for the explanation Bob! I don’t believe we’ll be heading down this path, as it were.
As well as giving your Finance team the ability to close batches as well as post them, I also wrote a small report for them that allowed them to enter a batch number and would run a few checks but if those checks passed would switch the status form Open to Held, that way they could then take ownership of the batch and Close it through the client and Post it.
Mark
Thanks everyone for your suggestions!