How to check if a batch was exported or bypassed and who exported the batch

Problem

You need to know if a batch was exported or bypassed.

Solution

Create a custom report that includes the Invoice Status column. The Invoice Status column shows if the invoice was exported or bypassed.

Create a custom report for export status

1. On the navigation bar, go to Report > Create Report.

2. In Choose report type, select All.

3. In Select a report template, select Invoices.

4. In the Columns to be displayed in the report, select the following columns

   1. Invoice Status

   2. Batch Number

5. Click Next.

6. Enter a name for the report and select a category.

7. Click Save.

8. Select a date range that includes the transactions in your batch.

9. Click Run Report.

10. The Invoice Status column displays whether the transaction was bypassed or exported.

11. You can use the Batch Number column filter to filter out the results of the report to show only transactions within a specific batch.

View invoice audit trail

To check who exported a job invoice, go to the Accounting Audit Trail.

Note: This resolution only applies to job invoices, not membership invoices.