How are Batch Payments reflected in reporting?

How are Batch Payments reflected in reporting?

Users with the Administrator or Auditor role have access to a reporting tool.
An Organisation's Administrator can set up new reports to suit their needs.

This is how you create such a report:

  1. On the Reports page, start creating a new report by clicking on the NEW REPORT button:

  2. In the first screen, select Batch Payment" and click on NEXT:


  3. In the next screen, specify the filters and click on NEXT:


  4. In the following screen, you are free to select the columns you want to be visible:

    When ready, click on NEXT.

  5. In the final screen, name your report and click on CREATE:

  6. You'll now see all Batch Payments that fulfil the filters you set in the second step:

    Such reports can be scheduled, printed or downloaded as a CSV file.

    • Related Articles

    • How are Airwallex Batch Payments reflected in reporting?

      Users with the Administrator or Auditor role have access to a reporting tool. An Organisation's Administrator can set up new reports to suit their needs. This is how you create such a report: On the Reports page, start creating a new report by ...

    • Xero Batch Payments: partial payment

      ApprovalMax supports partial payments for Xero Batch Payment requests. Here is how it works: Click on the button in the right-hand corner. In your Organisation, select Batch Payment and click on CREATE A REQUEST: You can now add Bills to a Batch ...

    • When will a Batch Payment created in ApprovalMax be reflected in Xero?

      Batch Payments requested in ApprovalMax will be synced to Xero immediately after their full approval.

    • What is Batch Payment approval?

      Instead of paying Bills one by one, you can prepare a Bulk Payment for Bills whose due dates are within a close range. Such payments are for large amounts and, therefore, might be subject to additional approval. Batch Payment requests are created as ...

    • How does the approval of Batch Payments work?

      In ApprovalMax, you can configure a multi-step approval workflow for Batch Payments. This is a separate workflow that you need to set up and activate to use the Batch Payment approval process in ApprovalMax. This is how it works: New Batch Payment ...