Workbench controls transactional data in Workbench through batching the transactions. Transactions entered through Docket Entry are placed in an automatically generated batch. It is the batch of transactions that is eventually exported to the Financials.
Internal Transactions
- Time - just a normal timesheet. Batched through Timesheet Batching in the normal way.
- Disbursement - Linked with Time Transaction and batched through Time Batching.
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Example of the Auto Generated batch.
External Transactions
- Docket Accrual - Auto Generated Docket batch. The Period is based on the Transaction Date of the External Docket Entry.
- NOTE that the CR transactions against the Docket Control Job(s) are only created when the Docket Batch is printed or is exported. The transactions can then be viewed against the Docket Control Job(s)
