Batch Payment Operations

Zoho ERP provides multiple operations that allow you to manage and organize batch payments efficiently. In this help document, you’ll learn how to perform theses actions.

The actions you can perform on cards are classified into:

Management Actions

The management actions let you manage the lifecycle of a batch payment after they are created, helping you maintain accurate and up-to-date records.

Delete a Batch

If you’ve created a batch by mistake or no longer need it, you can delete the batch.

Note: You can only delete a batch that has not been Marked as Processed.

To delete a batch:

Go to Travel and Expense on the left sidebar.
Navigate to the Batch Payments tab.
Select the batch you want to delete.
Click the More icon at the top right corner and select Delete.
In the pop-up, click Delete again.

List View Actions

The list view actions let you organize and customize how batch payments are displayed, making it easier to find and review the information you need.

Sort Batch Payments

You can sort batch payments based on different columns or fields. Here’s how:

Go to Travel and Expense on the left sidebar.
Navigate to the Batch Payments tab.
Under Sort By, choose the option based on which you want to sort the batch payments. Click the Up or Down arrows next to each column name to sort the list in ascending or descending order.

Refresh List

You can refresh your batch payments to get the latest list. Here’s how: