Once you have grouped or sorted the source documents, you need to capture the transactions from the source documents into the respective batches (journals). To do this, you first need to select the correct batch type (journal)

To Select a Batch Type:

1. Click on the Batch Entry icon, or click on the Input→Batch Entry menu option.
   - Keyboard Access: Press the F2 key on your keyboard. Alternatively, press the Alt+I+B keys on your keyboard.
   The Batch Type screen is displayed, listing all the available batch types:
   
   - Payments and Receipt Batches are displayed in a blue font colour. This indicates that Batch Types are linked to the Bank Account in the Edit→Accounts→Bank Account menu option.
   - This Batch Type Selection screen will list all the batches as created or edited in the Setup→System Parameters→Batch Type menu option.
   - The Alias (batch name) will be displayed on the bottom section next to the Open and Cancel buttons of the Batch Type Selection screen. By default, the Alias (batch name) is the same as the name of the Batch Type. You may change the Name of the Batch in the Change Alias batch process option.
   - If a Contra Account has been selected in the Batch Setup Options, the Contra Account will be displayed in the Contra Account field.
   - If any transactions was entered into a batch, it will list the totals of the transactions entered into the debit and / or credit columns. If a batch is balanced, or if debit transactions and credit transactions were entered to the same value, the debit and credit columns should reflect equal amounts.
2. Select the Batch Type in which you wish to enter your transactions.
3. Click on the Open button. The selected Batch Type screen will be displayed.

- If the Batch Type Selection screen is already displayed, you may right-click on the selected batch (journal) on the Batch Type Selection screen, and select the Edit option on the context menu.

Right-click on the Batch Type selection screen for easy access on the context menu to initiate or perform the following batch processing options:

1. Print - Print a list of the transactions in any selected batch (journal) which is not already posted (updated) to the ledger.
2. Edit - Open any selected Batch Entry screen on which you may enter or add transactions, edit transactions which have already been entered, (delete, insert, reverse transactions, etc.), change the alias, write the transactions to a delimited file, import transactions from a delimited file, etc.
3. Balance Batch - Balance the transactions entered into a selected batch, or to generate balancing entries (transactions).
4. Post Batch - Post (update) the transactions entered into a selected batch to the ledger.
5. Erase Batch - Delete the selected batch (journal), including all the transactions in the selected batch (journal).
6. Change Alias (Batch Name) - Specify or change the name of the alias for the selected batch (journal).
7. Delimited File Import - Import the transactions from a valid delimited file into the selected batch (journal).
8. Write Delimited File - Write or export the transactions entered or imported in a batch to a delimited file. The transactions may be imported into a selected batch from a valid delimited file.
9. Reverse Batch - The amounts of the transactions already entered or imported in the debit columns or credit columns of a selected batch (journal) may be reversed or transferred from the debit column to the credit column and vice versa.
10. Posted Batches Import - Import the transactions from a valid file format, if the transactions of a batch (journal) which have already been posted (updated) to the ledger, was exported in the Export - Posted Batches option.
11. Delete Balance - Delete the balancing entries (transactions), if the selected batch (journal) is already balanced.
12. Trial Balance - Generate a trial balance for only the unposted transactions (entered or imported into batches, which have not already been posted (updated) to the ledger). You may also select to include the unposted transactions, as well as the posted transactions, or to include only the posted transactions in the trial balance.
13. Sort by date - If the transactions have not been entered or imported in the ascending date sequence, you may select this option to sort the transactions in the correct date sequence (from the oldest date to the latest date) in the selected batch (journal).
14. Posted Batch Type - Generate batch type (journal) reports for the transactions which have been posted (updated) to the ledger in all batches or a specific batch.

- If any invoices and credit notes have been updated to the ledger, these transactions will be included in the batch type report for the sales journal (or other batch (journal)) selected on the Setup→System Parameters→Documents menu option.

- If any Purchase documents and Supplier Returns documents have been updated to the ledger, these transactions will be included in the batch type report for the Purchase Journal (or other batch (journal)) selected on the Setup→System Parameters→Documents menu option.

- Should your business be a retail entity which is trading in stock items, and you create documents for stock and /or service items, from your stock item code file, you should not enter the transactions for stock items in the Sales Journal or the Purchase Journal. The same applies for Credit Notes in the Sales Returns, Debtor Allowances Journal, etc. or for Supplier Returns documents in the Purchase Returns, Creditor Allowances Journal, etc. The following source documents for stock item transactions must be entered in the Input→Documents menu option:

1. Invoices
2. Credit Notes
3. Purchases documents
4. Supplier Returns documents

These documents may be printed and handed to your debtors (customers) and creditors (suppliers). These documents, will once it is posted (updated) to the ledger, create the transactions in the sales and purchase journals for you.