Create a batch
/visma-net-erp/help/general-ledger/manage-transactions/general-ledger-batches/create-a-batch
section
2026-02-19T17:09:06+01:00
# Create a batch
1. Go to the > [Journal transactions (GL301000)](/visma-net-erp/help/general-ledger/general-ledger-windows/journal-transactions-gl301000/) 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)](/visma-net-erp/help/general-ledger/general-ledger-windows/inter-branch-account-mapping-gl101010/) 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)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000/) 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](/visma-net-erp/help/general-ledger/general-ledger-windows/journal-transactions-gl301000/)
Related pages
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