Adding Invoices to System or Manual Batch

After creating a system or manual batch, you can edit the batch to add entries.

From Accounts Payable >AP Batch Window – Payments

System Batch

From the Payments Batches link, click the corresponding edit link to add invoices to the batch.
In the Payment Batch page for the selected batch, click New to add entries to the batch. The New Payment pop-up appears. The entry number is automatically set by the system.
In the New Payment window that appears, select the nature of payment from the Type list.
When the Payment option is selected for Type, a vendor code and a vendor name must be set up. You can use this method:
- When you create the check manually or are using another system and you want to record only the check.
- If you want to generate a quick check without going through the system batch process.
- To add payment selections to a system batch.

Manual Batch

When you want to make a payment to a vendor whose details are not set up in the facility's GL/AP module, select the Misc. Payment option from the Type list. For payment type Miscellaneous, the system does not require vendor code or vendor name, but it is recommended that you use the Remit To field to track the payment. Miscellaneous payments method is used:
- When you want to print a check but the invoice and vendor are not yet entered into the system
- If the vendor is set up in the facility's GL/AP module but the invoice you want to pay is not recorded. You can enter the Invoice Number and the payment at the same time.

You require the AP Posting or AP Entry or GL/AP Role or equivalent security access to process AP Payments

Skilled Nursing Facilities