Developer Docs - Mobile Docs - Financial Batch Detail

Display the batch detail.

Overview

This block provides functionality for managing financial batches. It allows you to view and edit the details of existing batches. In addition, it integrates with Azure Document Intelligence, enabling you to scan checks, automatically extract MICR (Magnetic Ink Character Recognition) data, and allocate funds to the appropriate financial accounts. This reduces manual data entry, improves accuracy, and streamlines the batch processing workflow.

M v7.0C v18

Block Configuration

Transaction Detail Page

The page to navigate to when a batch transaction is clicked.

Accounts

The list of accounts that can be selected for fund allocation.

Document Intelligence API Key

The API key for Azure Document Intelligence. Required for check processing.

Document Intelligence Endpoint

The endpoint for Azure Document Intelligence. Required for check processing.

Accounts Allocation Required

Specifies whether fund allocation to accounts is required.

Required Control Amount

Specifies whether a control amount is required when adding batches.

Required Control Item Count

Specifies whether a control item count is required when adding batches.

Styling