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Review, Post, and Clear Vista Batches

Use Batch Management to find Vista import batches, notify creators, inspect header/line data, post or clear open batches, and open attachments.

Where: Mission Control → Company Tools → Batch Management
Route: /missioncontrol/tools/batch-management

See Company Tools workflow. Open batches often block Month End Close.

Prerequisite: Select a team.

Tabs and views​

ControlUse
Open BatchesBatches still open / actionable — post, clear, and bulk Send Emails
All BatchesBroader history (including posted/canceled) — inspect and attachments; no post/clear
Cards view / Table viewLayout toggle (remembered in the browser)
Needs Action badgeCount of actionable batches in the current result set

Filter the list​

  1. Set Companies, Beg Month, End Month as needed (Beg must not be after End).
  2. Optionally filter Status, Source, Created By.
  3. Use Search (Search batches…).
  4. Click Clear Filters to reset. Click Refresh to reload.

Common statuses include Open, validation states, Posting in Progress, Posted Successfully, and Canceled.

Inspect a batch​

Row actions (icons in table; labeled buttons on cards):

  1. View batch table — opens the batch table dialog.
  2. Switch Header / Line when both tables exist.
  3. Close when finished.

Use this before you post or clear so you know what is in the batch.

Email creators​

Single batch: Send batch email (requires a valid creator email on the row).

All open batches in the current filter (Open Batches tab only):

  1. Click Send Emails.
  2. Confirm Send emails for all open batches? → Send Emails.

Skipped or failed sends are reported in the toast. Fix missing creator emails in Vista if mail cannot go out.

Post an open batch​

On Open Batches, for an actionable batch:

  1. Click Post batch / Post.
  2. Confirm Post this batch? → Post Batch.

Success toast: batch posted. Refresh if the row still looks open.

Clear an open batch​

Clear removes the open batch (destructive). Only use when the batch should not post.

  1. Click Clear batch / Clear.
  2. Confirm Clear this batch? → Clear Batch.

Prefer clear when Month End Close lists the batch as a blocker and the batch is abandoned or wrong. Prefer post when the batch is valid and ready.

Attachments​

When the batch has attachments:

  1. Open the Attachments action / column control.
  2. In Attachments, view or open individual files.

If the list fails to load, fix attachment access and retry.

Close hygiene​

Before Month End Close:

  1. Filter the close month and companies on Open Batches.
  2. Post what should post; clear what should not remain open.
  3. Re-check Month End Close Issue Details if close was blocked on open batches.