Manually Batching records can be used when:
- You don't want to import old records (or possibly duplicate if you have converted your Accounting Package)
- Remove it from a Sync as it is already in your Accounting Package
Log into ConnectWise
Click on the Finance Tab
Click on Accounting Interface
Click on Unposted Invoices Tab
- Tick the invoices that you wish to batch.
Click Remove Records
- Enter a Batch ID for ease of reference (M- to mark it as a manual batch) and click Save
- The Manual Batch will now show under Batches
The above steps also apply to all unposted transactions in the Accounting Interface in ConnectWise.