How to locate a sub-batch for review

Batch     Sub-batch    

1. Are you ready?
   
   In this tutorial we are going to learn how to locate a sub-batch for review, totals checking and further approval.
   
   We will use the following parameters:
   

   Create Date: 12/23/2024
   Batch status: Pending
   Sub-batch status: Forward
   Sub-batch review status: Pending
   
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 locate a sub-batch using the Batch form, which is available at the following places:
   
   

   • Perspective => Console Perspective => Submissions => Batches
   • Perspective => Management => Merchant Perspective => Submissions => Batches
   • Perspective => Administration => Monitoring => Sub Batch

   
   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  
7. Locate   Batch Search  groupbox
8. Enter 12/23/2024 into the Create Datedatebox
9. Select Pending in Batch Statusdropdown
10. Click   Findbutton
11. Locate   Batch List  groupbox
12. Click   View Batchbutton to view batch details.
    

    screenshot
13. Locate   Sub-batch List  groupbox
14. Click   Totalsbutton next to the sub-batch to review totals associated with a sub-batch. Also you can review all totals for the batch. For this, click Totals button in the top section of the groupbox.
    

    screenshot
15. Click   Approvebutton to approve the selected sub-batch.
    

    screenshot
16. Now, let's learn how to review all transactions associated with a particular sub-batch.
    
17. Locate   Sub-batch List  groupbox
18. Click   View Sub-batchbutton next to the sub-batch you want to review transactions for.
    
19. Locate   Transactions  groupbox
20. Click   Loadbutton
21. All transactions included in this sub-batch will be loaded and your screen will look similiar to the screenshot.
    

    screenshot
22. Congratulations, you are done!
    
    You have learned how to locate and review a sub-batch. Now you can do this by yourself.
    

Console perspective   Merchant perspective   Batch   Recurring billing