IO Batches - Process: How to review a batch

How to review a batch

  1. The batch must be marked for review before it can be closed. If you are ready to review the batch (or if you are trying to find a posting issue) follow the steps below.
    • Postings may still be edited in the review phase.
  2. The review process is intended to allow a second set of eyes to inspect the batch before closing it.
  3. After the batch has been reviewed and the batch is in balance, it may be closed.

Here are some short (1 minute) videos that demonstrate the batch process:

 

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