How To... Batch Id Records

 
Note:  It is important to remember that when creating new batch Id's to create them in sequential order.  This is helpful if you are wanting to run reports using batch ranges.  Batch ID's are character based (alphanumeric) and are in dictionary order meaning that a batch ID of "290" will be before "39 ".  Any batch ID starting with a number will come before any batch ID starting with a letter.  It is highly suggested that the format of "yymm????" be used when creating a new Batch ID wher "yy" is the 2 digit year, "mm" is the month (January would be "01"), and "????" could be the day of the month followed by the user's initial or could be "ADJ" for adjustments, or "CC" for credit cards.  Keep in mind that batch ID "1201ADJ " will come after "120131A ".
 
Select “Tax Payment” or “Adj. and Refund” from the main menu, “Quick pay - Currents” or “Quick Pay – Delinquents” from the quick pay menu. 
 
Click on the “Batch” button in the application control section (Click on the “Refresh” button and then the "Batch" button if the following screen does not appear).
 
 
Enter the new batch ID to be created and click on the “CREATE” button.
 
 
How to … Select a Batch ID
 
Select “Tax Payment” or “Adj. and Refund” from the main menu, “Quick pay - Currents” or “Quick Pay – Delinquents from the quick pay menu.
 
Click on the “Refresh” button if the batch ID drop down box is not active and select the batch ID desired.
 
 
 
How to... Update (open/close) Batch ID
 
Select “Batch Account records” from the “Tax Payment Rpts” menu. 
 
Select “Active Batch Id list” for currently active batches or “Inactive Batch Id list” for currently inactive batches. 
 
 
Select the Batch ID to open or close.
 
 
Change the batch status and click on the “Update” button.
 
Thank you for using GDS NetTAX help system online.