View Batches in Work Board

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

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.