Change Aliases or Batch Names

Change Aliases or Batch Names (Journal Names)

Change Aliases or Batch Names

Each Batch Type or Journal Type has a Batch Name. This enables you to easily identify and select specific batches (journals). The Alias (batch name) will be displayed on the bottom section next to the Open and Cancel buttons of the Batch Type Selection screen.

You may need to select a specific batch type from the Batch List lookup facility to generate a Batch Type Details Report or to Export Posted Batches.

Important - If you do not utilise this feature to change the alias, you may not find it easy to identify the correct batch.

The alias is displayed directly after the batch type name in square [ ] brackets on the title bar of a selected batch type. For example, if you access the General Journal, General Jnl - [General Jnl] will be displayed on the title bar.
Batch Change Alias (Batch Name)

After changing the alias for a batch type, the alias will be displayed in the square brackets [ ] on the title bar. For example, if we use the Payments Journal to record the Cheque Payment transactions for the March 2007, you may change the alias to display the Cheques March 2007 description.
Batch Change Alias (Batch Name)
You will then be able to identify the batch number by the alias on the Batch List Lookup.

To Change an Alias:

Click on the F9: Process icon, or press the F9 key on your keyboard.
The Process the batch options screen is displayed:
Select the Change Alias option, and click on the OK button.
- You may also right-click on the selected batch (journal) on the Batch Type Selection screen, and select the Change Alias option on the context menu.
The following screen with the name of the Batch Type is displayed:
Type a description or batch name to rename the Alias.
Press the Enter key on your keyboard. The changed alias or batch name will be displayed between the brackets on the title bar of the Batch Entry Transaction screen.

To Change the Alias from the Batch Type Selection Screen Context Menu:

Select the Batch Type on the Batch Type Selection screen and right-click on the selected Batch Type.
Select the Change Alias option on the context menu. The Change Alias screen is displayed:
Type a description or batch name to rename the Alias.
Click on the OK button. The changed alias or batch name will be displayed between the brackets on the title bar of the Batch Entry Transaction screen.