Batches

Group invoices into payment batches in UMS, generate ABA payment files for your bank, and monitor batch totals, status, and invoice quality.

Invoice Batches helps you manage invoice payment workflows — grouping invoices for payment, generating payment files, and monitoring invoice quality.

Payment groups

Configure and manage invoice payment groups. Payment groups let you batch invoices together for bulk payment processing.

• Total Groups — Number of payment groups created
• Active Groups — Currently active payment groups
• View Groups — See all payment groups
• New Group — Create a new payment group

Payment files

View and manage generated payment files for submission to your finance system or bank.

• Total Files — Number of payment files generated
• Pending Approval — Files awaiting approval before processing
• Approved — Files that have been approved
• View Files — Browse all payment files

Invoice quality

Monitor invoice gaps, duplicates, and completeness issues across your portfolio.

• Open Dashboard — View the full invoice quality dashboard
• View Gaps — See all detected invoice gaps

Quick actions

Shortcut buttons at the bottom of the page:

Action	Description
Create Payment Group	Start a new payment group
Generate Payment File	Create a payment file from grouped invoices
Pending Approvals	View invoices awaiting approval
View All Invoices	Navigate to the full invoices list