Home360Financial TransactionsWhy Can I Not Add a Transaction To a Batch I Created?

24.1. Why Can I Not Add a Transaction To a Batch I Created?

A common mistake when creating a batch is to put in a close date in before you are ready to close the batch. If you put a close date into a batch then you will not be able to add any transactions to the batch because by puting a close date in you have effectively "Closed" the batch. Do not put in a close date even if it is a date in the future untill you have entered in all of the transactions into the batch. Once you have entered all the transactions into a batch you may review the information checking that you projected totals and actual totals match. After you verify this you may then put in a close date and "Close" the batch.

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