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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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