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Time Entry - TimeEntry Batch

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The TimeEntry Batch sub-menu allows users to view and update information relating to Time Entry data. In the TimeEntry Batch sub-menu, users can create batches, view information about a specific batch and perform actions related to that batch.

 

 

 

Create a New Batch

  1. Click the New Batch button in the upper right corner. The New Transaction Batch window displays. 
    Note: The New Batch button exists on every page in the Time Entry sub-menu. This step can be completed at any time.

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  2. The fields in the window pre-populate with the date and time the batch was created. Information based on the accounting period selected on the Time Entry home page will also display. Enter a free-text description in the Description field.

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  3. Click Finish to create the new batch or Cancel.

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  4. The batch will be given a number, visible in the upper left corner drop-down menu. Clicking that link will display information about the batch. 

 

 

 

Tabs in TimeEntry Batch

TimeEntry Batch is comprised of four tabs, with each tab presenting information on a different aspect of the batch. Each tab also allows the user to take specific actions on the batch.  

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Batch Page Tab
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  1. Select the batch from the Select Batch drop-down menu in the upper left corner. 

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    Identifying information on each batch will display in the drop-down menu. Information such as the Batch ID number, the person who created it, the time the batch was last run, the date the batch was created, a description (if entered when the batch was created), the person who last ran the batch, the date it was closed (if applicable) and the status will display.

  2. Once the batch has been selected, the Batch Page tab will display with information about the selected batch. 

The Batch Page tab has two areas of information, the TimeEntry Batch Summary and the Action sections. See the sections below for more information on each section.

 

 


TimeEntry Batch Summary section

The TimeEntry Batch Summary displays information specific to the selected batch, allowing a user to have a snapshot of its associated information. 

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Field Description
Batch ID The unique identification number assigned to a time entry batch. 
Description The description of the batch entered when it was created.
Status Indicates whether the batch is open or closed.
Created by The name of the user who created the batch.
Created date The date the batch was created.
Last Run Date Indicates when the batch was last run.
Total Pay Full amount of pay without deductions.
Total Bill The total amount the customer is billed for.
Total Transaction Count The number of transactions included in the selected batch.
Total Error Count The number of errors detected on the batch.
Total Approved The number of errors that have been fixed.

 

 

 

Actions section

The Actions section has four buttons that correspond with different actions that can be taken. 

 

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Field Description
Verify Batch Checks the batch for errors.
Batch Report Produces a report detailing the elements of the batch.
Insert Transaction Type Opens a window enabling the selection of a transaction type(s) to add to the batch.
Close Batch Closes the selected batch.

 

 

 

Transaction List Tab

The Transaction List displays all the transactions included in the selected batch. 

 
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Field Description
Employee Name The employee's full name
SSN The employee's Social Security Number.
Customer The customer attached to the transaction.
Department Customer department where the employee is working. 
Branch The branch associated with the transaction.
Total Pay Full amount of pay without deductions.
Total Bill full amount of the bill without deductions
View button Clicking the View button opens the Card View item.

 

 

 

Error & Warning Tab

The Error & Warning tab displays all the errors found on the batch. Any error marked as "Severe" must be corrected before closing the batch.

 

Warnings can be either corrected or bypassed in order to close the batch. Warnings signify potential issues with the batch and best practice is to consider each warning before moving forward to close the batch.

 

Jump buttons, 10.png, are located to the right of each warning, provide a way to easily "jump" to the correct section of Avionté and fix the error.  



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