About the CM Add Transactions to Batch Form

You can use the CM Add Transactions to Batch form to add existing transactions (those that have already been posted) to the current CM batch.

This form is accessed by selecting the Add Transaction option from the File menu of CM Outstanding Entries or CM Transfers.The transactions available to add to a batch will differ depending on the form to which you are adding the transaction. In other words, you will only be able to add transfer transactions to a CM transfers batch, and detail transactions (check, adjustments, or deposits) to an 'outstanding entries' batch.

Once you select the desired transaction, click Add to Batch. A message displays indicating the transaction was successfully added and allowing you the option to add another transaction. You can repeat this process for as many transactions as you need. Click No when you are done adding transactions.