Reporting & Finance

Batch Management

Schedule and manage bulk operations — payroll, disbursements, beneficiary payments — with multi-level approval and full post-run reconciliation.

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Batch Management is the scheduling and orchestration layer for all high-volume, recurring operations on the platform. Define batch jobs once — payroll on the last working day of the month, loan disbursements on Tuesday mornings, commission statements on the first of the month — set the approval chain, and the platform handles execution, monitoring, and reporting automatically on every scheduled run.

Scheduled batch execution Multi-level approval gates Real-time run monitoring Post-run reconciliation Error isolation & retry Full batch audit history
What's included

Everything you need, nothing you don't

Batch Job Scheduling

Define batch jobs with a name, type, schedule (cron or calendar-based), data source, and approval chain. Jobs run automatically on schedule without manual initiation.

Multi-Level Pre-Execution Approval

Every scheduled batch requires approval before it executes. The approval request is sent automatically to the defined chain — with the batch summary visible to each approver.

Pre-Run Validation

Before execution, every item in the batch is validated for completeness, limit compliance, and channel availability. Invalid items are excluded and flagged — the valid items proceed.

Real-Time Execution Monitoring

Watch each batch run in real time — total items, processed, successful, failed, and in-flight — from the batch monitoring console.

Error Isolation

Failed items do not block the rest of the batch. They are isolated, logged with the failure reason, and surfaced in the post-run report for correction and resubmission.

Post-Run Reconciliation Report

After each run, a detailed reconciliation report is generated — every item with its outcome, reference number, and any error code. Automatically emailed to the defined recipients.

Manual Override & Intervention

Authorised users can pause, cancel, or manually intervene in a running batch — for example, to remove a specific item before it executes — with all interventions logged in the audit trail.

Batch History Archive

Every historical batch run is archived — searchable by batch name, date, and outcome — with the full post-run report and approval history stored against each run.

Who uses this module

Built for your team

Finance & Payroll Teams

Run payroll, supplier payments, and commission disbursements on a defined schedule — with automatic validation, approval gates, and reconciliation reports every time.

Loan Operations Teams

Schedule regular disbursement and collection sweep batches — ensuring every eligible loan is disbursed or collected on time without manual initiation.

Operations Directors

Monitor all scheduled batch operations from a single dashboard — seeing what ran, what succeeded, what failed, and what is scheduled to run next.

Ready to activate Batch Management?

Sign up free and configure Batch Management in minutes — or book a demo and we'll walk you through it live.

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