How To Run Batch Update?

How to run Batch Update?

  • Click on the small arrow below the Invoices button ➔ Select Batch Update

  • Within here you will have the option to ‘Do all Batch Updates’ which will send across everything on Protean relating to all the tick boxes below across to your accounts package.Or you can choose to ‘Select Batch Updates’ and only tick the relevant items you wish to go across.
    There is also a Save Selection button which if clicked will save the current selections so you do not have to select them each time you run a Batch Update.

  • When ready just click Generate and this will begin the Batch Update procedure. Once you completed you will get a message advising the Batch update completed successfully.

 

Related Articles