Summary Receipt Batch Procedures

Topics Creating Summary Receipt Batches Adding Receipts to an Existing Batch Using Summary Mode Editing Receipts in an Existing Batch Using Summary Mode Deleting Receipts from a Receipt Batch Using Summary Mode

You can enter receipts in either summary batches or detail batches. The two batch types are essentially different ways of entering and viewing the same information, and a receipt entered in a screen for one batch type can be edited through the screen for the other. It is generally easier to enter receipts in a summary batch, but you have more flexibility with a detail batch.

Voyager Construction Management and Job Costing does not support summary batches. For information about using batches in Voyager Construction Management and Job Costing, see “Detail Receipt Batch Procedures”.

Data entry is simpler in a summary batch because you can automatically complete fields that share the same information and you complete the receipt information for all of the receipts in the batch in one screen.

When you enter receipts in a summary receipt batch, you cannot specify the amount applied toward each charge. For greater flexibility use a detail receipt batch. See “Creating Detail Receipt Batches”.

Some procedures are the same for summary receipt batches and detail receipt batches. These are described in “Shared Receipt Batch Procedures”.

Receipts in an unposted batch do not update property financial records. Before posting a batch, you can edit receipts in the batch, add receipts to the batch, and delete receipts from the batch.

When you post a receipt batch, Voyager updates the balances on the resident ledgers and on the property general ledger. After posting a receipt batch, you can reverse or NSF the receipts that were in the batch, but you can no longer modify them.