ONESOURCE

Workpapers Help

Edit a Batch

To edit the properties of a batch:

  1. Select the batch, and then select Edit.

    Screen capture showing how to initiate an edit with the Edit button.

  2. in 1 Select Workpapers for the Batch, change any of the following:
    1. Batch Name
    2. Sequential Batch (See Batches for information about batch types)
    3. Selected Files (Remove or add files)

    Screen capture showing the options in Select Workpapers for the Batch.

  3. Select Next.
  4. On 2 Confirm Batch, select one of the following:
    1. Save: Select this option to save the batch and run it later.
    2. SAVE & RUN: Select this option to both save and run the batch now.

      If your batch is sequential and contains a locked or checked out workpaper, you cannot run it from the wizard. Save it, and then run it after you remove the lock or check in the workpaper:

      Screen capture showing that you cannot run a sequential batch from the batch creation wizard when workpapers are locked or checked out.