...
Journals Created Automatically
TurnKey Lender configuration defined the time when a batch (a set of Journals) shall be generated on a daily basis. By default, the batch is automatically generated at 16:30 and at midnight.
The batch contains all the Journals defined in the System where at lease least one Journal field is not empty. Once the batch has been generated and verified, it is sent to the accounting service provider if there is at least one Journal that is not empty.
...
The batches (sets of Journals) can be:
Created for an automatically defined period of time - the Create button
Created for a manually defined period of time - the Create manually button
If Create is clicked, the system will automatically rerun the batch generation for all the Journals since the last batch creation and up till the moment the button was clicked.
...
If Create manually is clicked, Select the From and To dates, and click the Prepare button.
If some Journal is empty, a “No data” message will appear below it
Otherwise, the non-empty Journal lines are displayed
...
Click the Download button at the top (next to the Prepare button) and the .xlsx file will be automatically save saved to the default downloads folder. The whole batch is downloaded as on file, where each page is a specific Journal.
...
Preparing: The data is being collected
Ready: The report is finalized
Failed: The batch has not passed verification
Empty: There is not a single Journal that has has at least one Journal line that is not empty
...