The process to both start a new billing batch as well as reviewing and managing previously created batches takes places on the Billing Batches Tab. This article will walk you through starting a new batch and adding information to the created batches.

Creating a New Batch

To create a new bill batch click the “Insert” button at the top.

This will insert a new batch where you’ll have to fill out the below information which has details of the field descriptions:

Invoice Date: The date will be used on invoices created for this batch
Add Fees: An option to add fees into the current batch
Format: Usually the state you are submitting the file
ETIN: Electronic transmitter identification number, usually the Provider ID
TAX: Federal tax identification number
Provider Address: Your address
Provider City, State, Zip: Your city state and city take note of the format
Test: Check this option if this is a test file.
SenderID: This will be provided to you by Arborsoft
Receiver ID: This is usually provided to you in implementation document
Contact: Contact name
Contact Phone: Contact phone

Once the above information is filled out, click save at the top which will auto assign a batch number.

Adding Payroll Batches

Now that the batch has been created, you’re free to add payroll batches to the billing batch. Right-click on the grid and you will see the two options that appear above that will allow you to both add and remove batches as well.