---
title: "View Batches in Work Board"
slug: "25-may-view-batches-in-work-board"
updated: 2025-05-02T11:40:59Z
published: 2025-05-02T11:40:59Z
canonical: "zenoplesupport.aqore.com/25-may-view-batches-in-work-board"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://zenoplesupport.aqore.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

| **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.