Staff can edit a batch as needed. For example, staff can change
Batch Status from
To preserve a financial audit trail, Nimble AMS does not allow you to edit the
Transaction Date of a batch once it has been created and saved.
- In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
- Click Batches.
- Select a list view—like All Batches—and click Go!
- Click Edit next to the batch you want to modify.
Title, enter or edit the name of the batch.
Titlecan only be updated for
Automaticbatches automatically add the
Open, you can update it to
Batch Statusshould only be changed when