Mass Processing Batch Names
Users can now assign a name to mass processing batches. This includes both Mass Billing and Mass Crediting and is available for Billing Accounts as well as Agreements. The goal of this change is to allow for easier identification when reviewing old mass processing batches. Previously, users would generally need to click into each batch to see which charges were added as there was no clear identifier for prior batches and which charges and credits they added.
Additional Notes:
- When using your browser to manually select students and process a batch, the batch name must be typed in using your keyboard.
- When importing a spreadsheet to process a batch, the batch name will be automatically filled in using the file name of the uploaded file. It can still be edited after auto-filling, as needed.
- Within the Mass Processing Summary Reports (the historical reports that allow for reviewing previously run batches), the BatchID column will be replaced with the new Batch Name. The BatchID was not a useful identifier for users, so the batch name will allow for clear identification.
Note
: Previously processed batches will not
pull in the file name as the batch name. This change will only apply to new batches added after this release.