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Batching Out Transactions from the Valor Portal

Quickly learn how to batch out transactions in the Valor Portal. This guide walks you through accessing your batch, reviewing transactions, and finalizing your end-of-day settlement.

Step 1: From the sidebar menu, select Transactions.

Batching out from the Valor Portal- Step 1

Step 2: Locate any transaction near the top of the list and click the ellipsis (⋮) on its snapshot.

Batching out from the Valor Portal- Step 2

  1. From the dropdown menu, select Open Batch.
    1. This will take you to the Tip Adjust and Batch section.

Step 3: In the top-right corner, click Action, then choose Batch Out from the dropdown.

Batching out from the Valor Portal- Step 3

Step 4: A confirmation message will appear asking if you want to batch out.

Batching out from the Valor Portal- Step 4

    1. Click Yes to close the batch and finalize all transactions.

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