How do I create a new accounting batch file?

A batch file is an aggregation of billable work orders and/or preventive maintenance tasks over a pre-determined time frame. Note: If you require a customized batch file, contact your Client Success Manager for more information. Customized batch files are not part of the core Building Engines product.

This article describes the process of creating a new batch file.

To create a new batch file:

1. Click Admin > Accounting > Batches.
2. Click the Create New Batch icon (+).
3. Provide a NAME for the batch, select a DATE RANGE, the included PROPERTIES, and identify any specific tenants or work orders to be included. ATTENTION: Only work orders and preventive maintenance tasks that have items marked as billable, and have been moved to the closed status within the selected date range are included on the batch file.
4. Click Save to complete the batch.