1. What happens after I create a Batch Transaction?
2. How can I view previously created Batch Transactions?
3. Is there a way to see Batch Transactions created in a previous session?
Gradelink retains a record of every Batch Transaction created for each school, and Administrators can view this record by clicking on "History" in the Batch Transactions page.
To get started:
- Go to the Financial tab
- Make sure "Ledger" is selected
- Click on "Batch Transactions"
- Select the "History" sub-tab
Like the "Add New" page, the "History" page is divided into two halves: the top half of the page displays a grid that lists batch transactions that were created in the past; once you select a particular transaction, details about it will appear in the bottom half of the page.
After selecting a Batch Transaction from the list at the top of the page, the bottom of the page will display information such as which students were included or excluded from the transaction. Additionally, the details window includes an "edit log", which keeps track of not only when the transaction was initially created but also each time an edit is made. For more information about editing Batch Transactions, please click here.
Especially when creating Batch Transactions per family, it may be helpful to double-check which individual transactions were created and for whom. Fortunately, the "History" page makes that easy. After selecting a Batch Transaction from the list at the top of the page, click on the button labeled "View Individual Transactions".
Doing so will show you a list of each individual transaction that was generated as a result of the Batch Transaction you created. This is particularly helpful when creating Batch Transactions per family because it allows you to verify that the transactions are applying to the correct sibling within each family.