2.1. Creating Your First Batch

It's highly recommended to Create a New Batch before you begin capturing and posting invoices and/or credit notes using the Document Capture tab, even if you don't wish to make use of Batched Document Capture

This is necessary to provide valuable information to and from all your integrated Win Accounting modules, speeding up the document capture process and enabling your Accounting Reports to present meaningful data and analysis

With this in mind, all documents should be captured into a batch - and never captured into a zero-numbered "batch"

If you don't wish to make use of multiple unique batches, you will be able to simply use your first batch as your "catch-all" for all future Document Creation

In this scenario, your batch should remain open - If you do close the batch though, a new batch will have to be created before you begin capturing additional documents

Once documents are captured and posted, the specific documents (invoice and/or credit notes) will be posted, the batch however will remain open and available for you to quickly and easily capture and post additional documents

Creating Your First Batch:

Invoice Capture: Credit Note Capture:	Step 1: Batch Lookup Whether under Invoices or Credit Notes, it's important not to capture any documents before selecting a batch (this means that if the Batch No is 0, you'll need to first create or select a batch) This can be done by clicking the Batch Lookup Button to view your batch list / create a new batch
	Step 2: Selecting / Inserting a New Batch If you have any batches in your "General Unposted" batch list, and wish to use this batch, simply double click the desired batch or highlight it and click the "Select" button If there are no batches currently in your batch list, click the "Insert" button in order to add a new batch
	Step 3: Inserting New Batch Details Add the relevant batch information here You are required to enter a Batch Number and Date To speed up the process, Win Accounting will automatically populate this information using the Debtors Control & System Parameter information previously entered This information is flexible though, and can be easily modified on-the-fly, should it be required Here you will also have to option of entering a Batch Description, as well as indicating whether you want the documents captured in this batch to Integrate with Stock & Update the Stock Ledger When Integrating with Stock, you'll be required to select the relevant Store Code (Store Codes & Details are managed within the Win Accounting Stock Control Module)
	Capturing Documents Once your batch has been created, Win Accounting will now automatically select the first batch in your list whenever you capture documents Use the batch details "quick view" section to ensure your documents will be captured as intended If you have closed a batch - and have no remaining batches open, you'll be required to create a new batch before capturing additional documents
Debtors Batch Control Report Keep track of all batches and transactions posted from the Document Capture section using the Debtors Batch Control Report: This report provides valuable and concise data regarding your Document Capture Batches, including the relevant Debtor Code, Document Number & Reference, Transaction Types, as well as Accounting Information for every posted batch Transactional Types in this report can either be: - "I" for Invoice - "P" for Payment - "C" for Credit Note This report also provides specific batch totals, as well as report totals (choose whether you receive Full Report, as seen above, or a "Batch Totals Only" report)