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How to review batch totals

Version: V4.1.10084
Added on: 04/08/15
Difficulty:
Time: 15 min
Category: Quick Guides

Useful Terms

Batch     Sub-batch    

How to review batch totals

  1. Are you ready?

    In this tutorial you will learn how to review totals in batches/sub-batches.

    We will use the following parameter:
    Create Date: 12/01/2018
  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 review totals using Batches form, which is available at the following places:

    • Perspective => Management => Merchant Perspective => Submissions => Batches
    • Perspective => Console Perspective => Submissions => Batches

    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  from the list.
  7. Locate   Batch Search  groupbox
  8. Select 12/01/2018 in Create Datedatebox
  9. Click   Findbutton . You can also click Find button without specifying search criteria to see all available batches.
  10. Select batch file that you need.
  11. Click   Totalsbutton next to the batch.
  12. Now, let’s try alternative ways to review batch totals.
  13. Click   View Batchbutton next to selected batch.
  14. Locate   View Batch  groupbox
  15. Click   Totalsbutton
  16. Now, we will learn how to review totals for sub-batches.
  17. Locate   Sub-batch List  groupbox
  18. Locate     Totals  button next to sub-batch you need and click on it.
  19. Congratulations, you are done!

    You've learned how to review totals. Now, how about learning how to review suspected duplicate batches?

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.

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