The Payment Entry Batch Number is an identifier used to group and track payments entered during Payment Entry. Use the Payment Batch to quickly locate your entries on the Payment Journals. You can use the Payment Batch as a sort criteria to print only the desired portion of the Payment Journal or the Charge/Payment Combo Journal.
Examples:
Clerk's Initials: KLH. You can use the clerk's initials to identify batches. Or, you can employ any meaningful identifier for your practice.
Batch/Period: 0512KLH. If your practice is set up for the Batch/Period Posting Feature, you must prefix the Payment Batch with the year and month.
Notes:
Do not confuse the Payment Entry Batch Number with the Payment Batch. They are two separate fields and have two separate functions. Payment Batch is used during Charge Entry.
You can use INSight's Batch/Period Posting feature to maintain the integrity of month end processing, reporting, and balancing. If the Batch/Period Posting feature is active:
The Payment Entry Batch Number must maintain a period code (YYMM format) in the first four of the seven available characters. The remaining 1 -3 Payment Entry Batch Number characters are user-defined, although you must include at least one character for identification.
Example: 0512A = indicates Batch A for December of 2005
You can only enter the current YYMM period code (if the ticket should be included in the current posting period), plus the 1-3 user-defined characters. Or, you can enter next months' YYMM period code (if the ticket should not be part of the current posting period), plus 1-3 user-defined characters.
You are not allowed to enter any other type of entry.
The Batch/Period Posting feature is controlled by INSight's .NPARAM Record.
Where-Maintained: Payment Entry - Batch Entry Window
Format: up to 7 characters - XXX or yymmXXX. Required.