Creating a Batch
Bookkeepers need to have open batches in Acorn before recording payments, refunds, or NSF fees.
Batch Center > Batches > New Batch
- Click the ‘New Batch’ menu item to open the ‘Create Batch’ window.
- Enter the Batch Name.
- Select the Batch Type (Payment, Refund or NSF) from the drop down menu.
- Click ‘Add’ (the system will assign the next Batch number in sequence and create the Batch).