---
title: "Create a batch"
description: "Go to the \u003e Journal transactions (GL301000) window. Click . In the top part, perform the following steps: In the Module field, select General ledger because a new batch can be created only for the General ledger workspace. In the Transaction date field, specify the transaction date for the batch. All journal transactions that you will add to this batch will have the transaction date specified here. In the Post period field, specify the financial period to which the…"
lang: en
languages:
en: https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-transactions/general-ledger-batches/create-a-batch/index.md
lastmod: 2026-02-23
---
> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-transactions/general-ledger-batches/llms.txt
# Create a batch
Last modified February 23, 2026
> Go to the > Journal transactions (GL301000) window. Click . In the top part, perform the following steps: In the Module field, select General ledger because a new batch can be created only for the General ledger workspace. In the Transaction date field, specify the transaction date for the batch. All journal transactions that you will add to this batch will have the transaction date specified here. In the Post period field, specify the financial period to which the…
1. Go to the > [Journal transactions (GL301000)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/journal-transactions-gl301000/index.md) window.
1. Click .
1. In the top part, perform the following steps:
1. In the **Module** field, select **General ledger** because a new batch can be created only for the General ledger workspace.
1. In the **Transaction date** field, specify the transaction date for the batch. All journal transactions that you will add to this batch will have the transaction date specified here.
1. In the **Post period** field, specify the financial period to which the transactions should be posted.
1. Optional: In the **Description** field, enter the brief description of the transaction.
1. In the **Branch** field, specify the branch to which the transactions belong.
1. In the **Ledger** field, specify the ledger to post the transactions. By default, the posting ledger specified for the branch in the [Inter-branch account mapping (GL101010)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/inter-branch-account-mapping-gl101010/index.md) window is selected in this field.
1. In the **Currency** field, select the currency used for all journal transactions of the batch. By default, the base currency defined for all branches in the [Branches (CS102000)](https://docs.vismasoftware.no/visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000/index.md) window is specified.
1. Optional: Select the **Auto-reversing** check box, if the batch contains the adjusting period-end transactions that should be automatically reversed at the beginning of the next period.
1. In the table toolbar, click  and enter journal entry parameters in the following way:
1. In the **Branch** field, select the branch whose balance will be updated by the journal entry. By default, the branch that you have specified in the top part is specified.
1. In the **Account** field, select the account to be updated by the entry.
1. Optional: In the **Ref. number** column, specify a value that meets your internal requirements. For example: The reference number of the document for which this batch was generated.
1. Optional: In the **Quantity** field, specify the quantity of items associated with the transaction, if relevant.
1. Optional: In the **UoM** field, specify the unit of measure for items associated with the transaction, if relevant.
1. In the **Debit amount** field, specify the debit amount of the journal entry (if any).
1. In the **Credit amount** field, specify the credit amount of the journal entry (if any).
> [!NOTE]
> A single entry contains either a debit amount or a credit amount.
1. Optional: In the **Transaction description** field, enter the description that will help you or other users identify the journal entry.
> [!NOTE]
> Perform these steps for each journal entry to be added in the batch.
1. Optional: Attach scanned images of the supporting documents or their electronic versions to this batch.
1. To save the batch with the **On hold** status make sure, that the **Hold** check box is selected.
1. To save the batch with the **Balanced** status, do one of the following:
+ If the **Control total** field is shown in the window, enter the amount that equals the debit total or credit total.
+ If the **Control total** field is not displayed in the window, make sure the debit total equals the credit total.
1. Click .
Parent topic:
Related reference
[Journal transactions](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/journal-transactions-gl301000/index.md)
Related pages
Tasks
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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-transactions/general-ledger-batches/create-a-batch/)