Improve daily reconciliation by automatically grouping
portal transactions.
50+ Installations
fusionSpan’s Automatic Portal Batching Accelerator allows you to group portal transactions into structured daily batches without manual intervention.
Automatic Portal Batching Capabilities
Automatic Daily Batch Creation
Create a new batch automatically when the first portal purchase is made each day.
Configurable Daily Cutoff
Close batches at designated cutoff time defined by your organization.
Pre-Posting Review
Keep batches closed but unposted, allowing finance teams to review transactions before posting.
Transaction Visibility
View and track all individual transactions included in each batch.
Receipt Association
Automatically associate receipts with individual transactions within a batch.
Flexible Configuration
Define batching behavior by business group, payment type, naming convention, and daily cutoff time.
Key Benefits:
- Save time by eliminating manual transaction grouping
- Provide finance teams with predictable, review-ready batches
- Reduce errors caused by inconsistent or missed batching
- Improve visibility into daily portal revenue
- Create a calmer, more reliable close process
Pairs Well With Financial Period Closure Accelerator
Automatic Portal Batching organizes portal transactions into clean, review-ready daily batches. Financial Period Closure allows those reviewed transactions to be grouped into defined financial periods and locked.
Together, they support a smoother end-to-end finance workflow.
Who Should Use Fonteva Automatic Portal Batching?
Automatic Portal Batching is a strong fit for current or prospective Fonteva customers who need:
Foundational finance processes
in a new Fonteva org
Structure for their accounting teams
without heavy customization
Why
Associations Choose fusionSpan ?
Associations choose fusionSpan because we solve real operational challenges with practical, outcome-driven solutions.
Our Fonteva accelerators are designed to help teams establish structure, reduce manual effort, minimize complexity, and find faster time-to-value. The Automatic Portal Batching Accelerator handles repetitive tasks so finance teams can focus on review, accuracy, and decision-making.
Ready to See It in Action?
Schedule a personalized demo to see how automatic portal batching can support your reconciliation needs.