Batch Management
You will find in this interface all the entries validated during the videocoding phase of your documents.
From this interface you can export your entries to your accounting ERP, please check first of all that you have configured it correctly as explained in the accounting export part of this documentation.
Why batch management?
Each of your ledger entries is associated with a journal and a fiscal year. An accounting batch brings together all the entries concerned by the same fiscal year and the same accounting journal to allow you to export multiple times.
The display of this page is divided into three parts:
Filters
The upper part of this page is dedicated to the various filters used to sort the information
State: Allows you to sort your batches:
- In Progress : Shows you only the batches that are in progress (which are not exported)
- Exported: Shows you only batches that have been exported
- Export Failed : Shows you only batches that failed to export and are therefore waiting for a new export
Exercise: Allows you to select batches for a specific fiscal year
Newspaper: Allows you to select batches from a specific ledger journal
Research: Allows you to search for a word or an amount or a date contained in a batch or ledger entry
Batch Display
The display of your batches will be available. It consists of a list in which each of the lines corresponds to a lot.
A batch line is constructed in this way:
Icon indicating the status of the batch:
: Lot already exported
: Batch being modified or Batch in progress. Even if the change batch has the same journal and fiscal year as one of the current batches, they will not merge because a change batch is attached to a batch that has already been exported
: Lot whose export has failed and is therefore waiting for a new export
- Relevant journal code
- Relevant accounting year
- Batch creation date (depending on the version <= 3.0.0, this represents the date of export of the batch and is therefore not present until a batch is exported)
Batch Details
Once one of the batches has been selected, the right side of the screen will show you the details of the bundle. It is composed of different tables, each representing an accounting entry composed of one or more lines.
The columns of these tables are configurable from the interface presented in the accounting configuration section of this documentation.
History of a document
: This button allows you to display a window showing all the actions of this document since it arrived in the Smart Capture software.
Actions
Modifying an entry
If one or more entries are incorrect, you can change them one by one by clicking on the pen 
icon to the right of the entry. The videocoding page will then open with the desired script. All you have to do is modify it to your liking and validate your changes.
Export of one or more entries
The export allows you to transfer the accounting entries made with Smart Capture to an accounting software.
To export one or more entries, simply go to the main menu: “Folders/Accounting/Batch Management”.
Tick the box(es) to the right of each entry
Then click on the “Export” button at the top of the section concerning the details of a lot
