To update a batch’s Status in ChMS, first go to Financial > Batches.

From here, select the batch you wish to update and once it’s loaded, open the “Edit” tab.

Marking a Batch as Closed

To mark the batch as closed, click on the “Status” dropdown and select “Closed”

Marking a Batch as Transferred

To mark a batch as transferred, simply select the “Transferred” checkbox.

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