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How to locate a sub-batch for review

Version: V4.4
Added on: 11/25/15
Time: 30 min
Category: Quick Guides

Useful Terms

Batch     Sub-batch    

How to locate a sub-batch for review

  1. Are you ready?

    In this tutorial we are going to learn how to locate a sub-batch for review, totals checking and further approval.

    We will use the following parameters:
    Create Date: 12/06/2023
    Batch status: Pending
    Sub-batch status: Forward
    Sub-batch review status: Pending
  2. Log in to the system using your Username and Password.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. You can locate a sub-batch using the Batch form, which is available at the following places:

    • Perspective => Console Perspective => Submissions => Batches
    • Perspective => Management => Merchant Perspective => Submissions => Batches
    • Perspective => Administration => Monitoring => Sub Batch

    You can choose any place you like.
  4. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  5. Click   Submissionsbutton in the top section of the screen.
  6. Choose   Batches  menu item  
  7. Locate   Batch Search  groupbox
  8. Enter 12/06/2023 into the Create Datedatebox
  9. Select Pending in Batch Statusdropdown
  10. Click   Findbutton
  11. Locate   Batch List  groupbox
  12. Click   View Batchbutton to view batch details.
  13. Locate   Sub-batch List  groupbox
  14. Click   Totalsbutton next to the sub-batch to review totals associated with a sub-batch. Also you can review all totals for the batch. For this, click Totals button in the top section of the groupbox.
  15. Click   Approvebutton to approve the selected sub-batch.
  16. Now, let's learn how to review all transactions associated with a particular sub-batch.
  17. Locate   Sub-batch List  groupbox
  18. Click   View Sub-batchbutton next to the sub-batch you want to review transactions for.
  19. Locate   Transactions  groupbox
  20. Click   Loadbutton
  21. All transactions included in this sub-batch will be loaded and your screen will look similiar to the screenshot.
  22. Congratulations, you are done!

    You have learned how to locate and review a sub-batch. Now you can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
How to approve batches on Merchant Perspective 08/12/14 15 mins In this tutorial you will learn how to approve pending batches using Merchant perspective.
Reviewing suspected duplicate batches 09/01/14 15 mins This tutorial will teach you how to locate and approve duplicate batches/sub-batches.
How to upload a batch/billing file 10/29/14 15 mins This tutorial will give you knowledge how to upload a billing file.
How to review batch totals 04/08/15 15 mins This tutorial will teach you how to review merchant's totals.
How to locate a sub-batch for administrative use 11/25/15 15 mins In this tutorial you will learn how to locate a sub-batch for further administrative use.
How to cancel a batch/sub-batch 02/18/16 15 mins In this tutorial you will learn how to cancel a batch or sub-batch.