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AccountsPrep - Our 'Batch Entries' approach explained
AccountsPrep - Our 'Batch Entries' approach explained

How Batch Entries are used in AccountsPrep

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago


This article will provide a brief overview of batch entries in AccountsPrep, and how they are used.

Applies To

  • AccountsPrep integrated companies.


Every entry posted in AccountsPrep is done in the style of a ‘batch entry’.

Therefore, every entry posted can contain multiple transaction lines of the same type within the same single posting.

For example, a bank statement data batch will contain multiple transaction lines of payments & receipts - all done in the same single posting.

Types of batch entries

  1. Bank statement batches

  2. Cheque batches

  3. Deposit batches

  4. Sales batches

  5. Expense batches

  6. Standard Journal

  7. Double Journal

Attributes common to all batch entry types

In any entry it's possible to fast-code multiple lines by:

  • Sorting by columns

  • Checking multiple lines at once

Read more on fast-coding entries here and see the 'sort & checking' example below.

This example shows the user sorting by details to find common items, then checking lines to 'fast-code' them.

You will notice that when you click to add any of these batch types you will be presented with an import page.

The reason for this is we expect users will generally be dealing with large volumes of data, and it makes more sense to import using a .csv file generated in excel.

However, to skip the import page and get straight to a blank entry just click 'Continue without Import' as shown below.

This presents you with an empty page for that entry so you can begin entering transactions on-screen.

Notice that for standard or double journal entries, you will automatically be directed to the 'on-screen entry' page, as imports will be less frequent.

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