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Search & Complete/Delete Unprocessed Batches

Owned by Kyle Niekamp
Last updated: 06 20, 2022 by Claire Aleman

Overview:

The Uncompleted Transaction Query window allows you to identify transactions you or other users entered but have not yet distributed. Typically, you perform this query as part of your Accounting Period Close process, in order to ensure all valid transactions are complete. If there are uncompleted transactions, PENTA provides you with information (type of transaction, user Id, and batch number) so you can either distribute or delete the transactions prior to running the accounting period or fiscal year end close.

Benefits:

  • Ensures there are not uncompleted transactions that could affect the financials if not distributed
  • Used to delete invalid or duplicate unprocessed batches that should no longer exist

Roles:

  • Accounting Manager
  • CFO

Location:

  • Financial & Accounting > Inquiries > Uncompleted Transaction Query

Video: 


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