View Batches in Work Board
The "View Batches" action in the Zenople Work Board streamlines batch management by providing a consolidated view of transaction batches and their statuses. This feature enhances efficiency for payroll and invoicing workflows, particularly for users handling bulk transactions. Below is a detailed breakdown of its functionality:
Overview
This feature introduces a dedicated interface for managing transaction batches directly from the Work Board. Users can view critical batch metrics, run exceptions, and close batches without navigating to separate modules.
Grid Columns
Column | Description |
Transaction Batch ID | Unique identifier for the batch. |
Note | User-added notes associated with the batch. |
Transaction Count | Total transactions in the batch. |
Approved Transactions | Number of transactions approved by contacts. |
Pending Transactions | Number of transactions awaiting approval. |
Pay Completed | Transactions with finalized payroll processing. |
Invoice Completed | Transactions with finalized invoicing. |
Source | Batch origin source. |
Status | Current batch status. |
Close Date | Date the batch was closed. |
Action Buttons
Close Approved Transactions
- Segregates approved transactions from unapproved ones for the selected transaction batches.
- Unapproved transactions move to a new batch.
- Exceptions are validated before closing the approved batch.
Run Exception
- Validates the batch against business rules for the selected transaction batches(e.g., missing rates, compliance checks).
- Displays warning severe exceptions for the selected transaction batches.
Close Batch
- Finalizes the batch after resolving exceptions.
- Triggers payroll/invoicing processes for completed transactions.
Integration with Existing Features
- Exception Handling: Mirrors the workflow in the Timesheet module, where exceptions must be addressed before batch closure.
- Batch Sources: Aligns with batch creation methods same as in the TMS > Timesheet navigation.
- Work Board Context: Complements the Work Board’s role in managing assignments, exceptions, and transaction links.
Use Cases
- Mass Batch Closure: Close multiple batches in bulk without navigating to the Timesheet grid.
- Approval Tracking: Monitor pending/approved transactions across batches in real time.
- Audit Readiness: Track batch sources, creators, and close dates for compliance.
This update simplifies high-volume transaction management, reducing navigation and ensuring consistency with Zenople’s existing payroll and invoicing workflows.