To run a batch of calculations you first need to set up a batch definition. Navigate to the batch definition page from the navigation menu on the left side. Select Batch, then select Definitions.

Click the plus icon to create a new batch definition.

The batch definition entry page will appear. The batch definition name is required. Additionally, at least one profile must be selected in order to save. Optionally, select a company and a report. The company will be used for reporting and the report will be available to print a batch of reports after calculating.

After saving your batch definition the menu will be updated and a run batch button will be available. This button will take you to the batch run page with your newly created batch definition already loaded.

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