E-xact Knowledge Base

To create a new batch file:

1. Log in to RPM
2. Go to Batches
3. Select the 'Create Batch' link from the left hand menu
4. Enter batch details (see figure below)
5. Press 'Create'
   

On this screen the following batch details can be set:

• Name
• Comments
• Start and End Date
• Recurrence
• Activation flag

Note that all details can also be edited and updated at any time.

After pressing the 'Create' button, the next screen will display the batch summary and an empty transaction list. To enter transactions into the newly created batch, click the 'Create Transaction' link.



From the above screen enter transaction details then press the 'Create' button to save or 'Cancel' link to close the 'Batch Transaction' box without saving. Repeat this process until all transactions have been added to the batch. Note that fields marked with a red asterisk (Amount, Card Holder's Name, and Credit Card Number) are mandatory.