Batching in Sera is the process of moving Invoices with Revenue, Payments, and updates to both of those from your Sera account into Excel forms to be imported into Quickbooks through a company called Saasant.
Batches are originally downloaded from your Accounting tab in Sera, but are stored for record-keeping purposes and future review within your Reports Center in a report called Previous Batches.
The Previous Batches report will contain the downloadable zip file of all batch files, the timestamp, and the user who batched that zip file originally.
A user can also break batches, if necessary. To break a batch, click on the three-dot action menu. The most recent batch is the only one that can be broken. A warning will populate with the repercussions of breaking a batch. Users can "undo" batching in Sera, but they will need to manually reconcile any broken batches that have already been batched to your accounting software. For more information, view our FAQ about breaking batches.