About the AR Add Transaction to Batch Form

You can use the AR Add Transaction to Batch form to add previously posted transactions to an open batch.

You can access this form by selecting File > Add Transaction from any of the AR Invoice Entry, AR Cash Receipts, or AR Finance Charge forms.

The transactions available to add to a batch differ depending on the batch month. For example, a transaction that was previously posted in 01/20 can only be added to an open batch with a batch month of 01/20. You can only add invoice transactions that originate in AR. Invoices that originated in JB, MS, or SM must be edited in those modules.