Create a batch of project transactions
/visma-net-erp/help/project-accounting/manage-projects/create-a-batch-of-project-transactions
section
2026-02-19T17:09:06+01:00
# Create a batch of project transactions
1. Go to the [Project transactions (PM304000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-transactions-pm304000/) window.
1. Click .
1. In the **Workspace** field, select the workspace to which the project you want to create a batch of transactions for belongs. The **Ref. number** field is filled in automatically when you save.
1. In the **Description** field, add a description for the batch of project transactions.
1. In the table, click .
1. Select the **Project**, **Project task**, **Account group**, and the **Amount**.
1. Optional: Fill in the other columns.
1. Optional: Edit the **date** and the **period**.
> [!NOTE]
> The system automatically displays the current date and period.
1. Repeat steps 4, 5, 6, and 7, to add more project transaction to the batch.
1. Click , or **Release**. The latter will immediately release the batch, and then save it.
If you want to add information or a project to an existing batch: Start with step 2 and select the batch you want to edit.
Related pages
Tasks
Windows