Batch Processing

Batch entry allows for processing of large number of payments much more quickly and efficiently than can be done through the Loan Query screen. The batch file must be an XML file. Please refer to the NLS XML Import Spec for the supported elements and attributes.

By setting the loan default Transaction Entry Batches to Force Batch or Prompt for Batch, you can enable the Transaction Entry Batches. This activates the batch commands on the processing screen.

Create Batch

Opens a Create New Batch entry screen. You will enter a reference number for the batch, a batch date, and a deposit date. All transactions entered subsequently through the batch transaction entry screen will be logged as part of that batch.

Edit Batch

Opens a Find Batch screen for finding past batches. After selecting a batch from the list, you can edit the batch reference number, the batch date, and the deposit date.

Reload Batch

Opens a Find Batch screen for finding past batches. After selecting a batch from the list, the entire contents of the batch will be reloaded onto the batch entry screen.

Batch Exceptions5.15+ Displays a list of entries with errors or exceptions. Selecting Resolve of an entry will open a dialog for entering any comments on how the issue was resolved. Click OK to dismiss the dialog and remove the exception from the list. The comments are shown in the batch entry list when a batch is displayed using the Reload Batch command.

See the section on Batch Transaction Processing for additional information.