How to Create an Export Batch

1. Review the invoices

   1. If you’re part of the Export Group, you can click on Needs Review to view all Invoices that need Export Group approval.

      1. Click Next and Previous to toggle to the invoices that need approvals

   2. If you do not use Export Group, review Needs Final Approval in order for it to be added to the Batch.

2. Click Export on the Dashboard

3. Select applicable filters from the Filter section

   1. At minimum, at least one selection needs to be made in the Designation filter section.

   2. Cannot combine Auditor and Commissioner claims together. Those need to be exported separately.

   3. Clear filters by clicking Clear Filters

   4. Can filter by different date ranges and totals

4. Select Create Invoice Batch

5. The Add a Name for the Batch box will appear. Name the Batch with something unique, (i.e. start with Designation of the Batch and then the date Range)

6. Review the batch one last time

   1. Can remove them by Clicking Delete from Batch

7. Click Export Batch

   1. If there are any errors, an error message will appear with a link to that invoice to either correct the error or remove the invoice all together

   2. Can delete the batch all together if you want to start over

   3. CLICK SELECT/CREATE NEW BATCH TO GO BACK TO EXPORT PAGE

NOTE: After the batch has been exported into the financial system, the application will be pulling in financial information such as check number, check date, check amount. That information will occur after the batch has been paid for. Once the batch has been exported in the financial system, you will be able to view that information again in your batch before it is applied.

NOTE: Historical batches can be viewed by clicking on View Batched Invoices on the Export page