| Status | Description |
|---|---|
| On hold | A batch with On hold status cannot be released or posted. You can give a batch this status by selecting the Hold check box in the Journal transactions (GL301000) window. The On hold status is usually assigned to a newly created batch if further editing is planned. Also, if after being edited, a batch becomes out of balance, it can be saved as On hold. If a batch that’s on hold has total debits equal to total credits, you can change its status to Balanced once you clear the Hold check box. To have the On hold status assigned by default to all batches on their entry, select the Hold batches on entry check box in the General ledger preferences (GL102000) window. |
| Balanced | The Balanced status indicates that the batch’s debit total equals its credit total and the batch can be released or posted. You can modify or delete a balanced batch, but you can save changes only if the batch’s credit and debit totals remain equal. To have the Balanced status assigned by default to all entered batches, clear the Hold batches on entry check box in the General ledger preferences (GL102000) window. |
| Scheduled | The Scheduled status indicates that the batch was attached to a schedule. A scheduled batch is used as a template for generating similar general ledger preferences batches with dates calculated according to the schedule settings. The batch can be scheduled if its status is Balanced. A batch with a Scheduled status can be modified, but it can be saved only if its debit and credit totals are equal. The status of a batch will change to Void if the batch is deleted from the schedule. A scheduled batch can be fully deleted only if the schedule was never executed and no ordinary general ledger preferences batches were generated in accordance with it. |
| Unposted | A batch with the Unposted status is a balanced batch that was released but not yet posted (used to update general ledger preferences account balances). You cannot edit or delete such a batch. |
| Posted | The Posted status indicates that the transactions of the batch were posted or were used for updating appropriate general ledger preferences account balances. A posted batch cannot be modified or deleted; it is available only for viewing. |
| Void | The Void status indicates that this batch was cancelled, for example, because it was removed from the schedule before the schedule was completed. However, the voided batch cannot be deleted because it is needed for auditing. |