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The one month the consolidation run can see, and the months it cannot

The one month the consolidation run can see, and the months it cannot

Red rows in the Batch Pool: what each status means and what actually clears them · presentation 2 of 4 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Red rows in the Batch Pool: what each status means and what actually clears them · presentation 2 of 4

The one month the consolidation run can see, and the months it cannot

You can say exactly which Batch Pool rows the automatic run will ever collect…

What changed

Step 1 — Learn the window, and the date it arrived

You will know a rule that is younger than most of your rows.

Where this step sits
    flowchart TD
  s1["1. Learn the window, and the date…"]
  s2["2. Understand why the change was right"]
  s3["3. Sort your pool into the three…"]
  s4["4. Clear an old month yourself"]
  s5["5. Select generously, because the button is…"]
  s6["6. Say out loud what it costs"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s1 here;

Step 2 — Understand why the change was right

You will not want it reversed.

Where this step sits
    flowchart TD
  s1["1. Learn the window, and the date…"]
  s2["2. Understand why the change was right"]
  s3["3. Sort your pool into the three…"]
  s4["4. Clear an old month yourself"]
  s5["5. Select generously, because the button is…"]
  s6["6. Say out loud what it costs"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

Where your rows sit

Step 3 — Sort your pool into the three buckets

Your screen will have three regions rather than one.

  • Sort the Batch Pool by transaction date
Screen capture pending the demo tenant

The Batch Pool listing sorted ascending by Date Txn, the oldest rows at the top

Step 4 — Clear an old month yourself

You will stop waiting and stop raising a ticket.

  • Select the old rows and press **Consolidate**
Screen capture pending the demo tenant

Batch Pool, several rows from an old month selected, the Consolidate button above the grid

Step 5 — Select generously, because the button is careful

You will not spend ten minutes tick-boxing.

Where this step sits
    flowchart TD
  s1["1. Learn the window, and the date…"]
  s2["2. Understand why the change was right"]
  s3["3. Sort your pool into the three…"]
  s4["4. Clear an old month yourself"]
  s5["5. Select generously, because the button is…"]
  s6["6. Say out loud what it costs"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;

The honest part

Step 6 — Say out loud what it costs

Nobody will be surprised later.

What you do
  1. Fix the habit: sort by date every cycle, and this list never grows again

NarrationSlide 1 of 10

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Three status columns on a Batch Pool row, and only one of them decides anything — transcriptThe one month the consolidation run can see, and the months it cannot — transcript