Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Digital Workflows
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
Accounting Solutions (Citrix)
Technical Release Notes
Canadian Payroll/Accounting Solutions
How to: Use the All Batches Grid
You can view batches across all projects you have access to in one place with our All Batches grid.
Step 1: On the left navigation, click ALL BATCHES.
Step 2: Click the Default tab to see batches across all projects or click the Current Project tab to see batches of the current project you are in. Use the filters as needed and add in Custom Grid Views if you like.
Step 3: From the Actions drop down, you can request/cancel previews, approve/reject batches, view payroll reports and timecard PDFs for a specific batch.
NOTE: You can only perform these actions for batches in the current project. If View is the only option from the Actions drop down, you must switch to that project from the Project drop down menu in order to access the other actions for that batch.