Bureau of the Fiscal Service

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OTCnet Printable Job Aid

Approve a Single Batch 

To approve a batch, complete the following steps:

1. From the Check Processing tab, click Batch Management. The Search Batch page 

appears.

• Before approving a batch or multiple batches in offline mode, you must first access 

the OTCnet Offline icon on your terminal’s desktop and enter your User ID and 

password. After you have successfully logged on, search for the batch.

• To determine if your terminal is connected to the online OTCnet server, refer to the 

Connection Status indicator located on the top-right of the page. If the Connection 

Status is green, the terminal is connected to the online OTCnet server. If the 

Connection Status indicator is red, the terminal is not connected to the online 

OTCnet server.

2. Select or enter the batch search conditions you would like to view.

Under Batch Search Conditions, 

• Select the OTC Endpoint you want to Approve by checking the check box 

under the Select column

Under Created On Date, optional

• Enter the From and To date range

• The From and To Created On Date must be entered in MM/DD/YYYY format.

• The Created On Date range cannot exceed 30 days. Additionally, if more than a 

1,000 batches are created within 30 days, then only the most recent 1,000 batches 

appear.

• If you run a search with the default From and To Created On Date range values, the 

search results include the most recent 30 days of batches that you have access to 

view. If more than 1,000 batches are created within the 30 days, then only the most 

recent 1,000 batches appear.

• If you run a search without specifying any criterion (with the exception of the Batch 

ID field), the search results include the most recent 30 days of batches that you have 

access to view. If more than 1,000 batches are created within 30 days, then only the 

most recent 1,000 batches appear.

• Enter the Batch ID, optional

Application Tips

Application Tips
Bureau of the Fiscal Service

2

OTCnet Printable Job Aid

If the only search criteria entered is a valid Batch ID, then only a single result appears 

regardless of other search criteria specified.

• Enter the Cashier ID, optional

Under Batch Status, optional

• Select the Status you want to approve by checking the Closed box under the 

Select column

3. Click Search. The View Batches page appears as shown in Figure 1.

Figure 1. View Batches Page (Approve Single)

4. Click the Batch ID hyperlink. The View Checks page appears.

5. Click the Item ID of each scanned check. An image of the check and details of the check 

appear in the window. 

6. Verify the details are correct and click Previous to return to the View Batch page.

7. Select the batch you want to approve by checking the box to the left of the Batch ID.

8. Click Approve. The Approve Batch page appears.

9. Verify that you want to approve the batch and click Confirm. The Approve Batch page 

appears with the batch details. 

10. Click Confirm to approve the batch.

• The Confirm button is enabled. As a best practice, export or print the Batch List 

Report prior to clicking the Confirm button.

• For offline, the user can approve the batch without needing to print the PDF report or 

export the batch list report, regardless if the Close Batch and/or Approve Batch

checkboxes are checked or unchecked. The Confirm button is enabled.

• If the user is closing and/or approving multiple batches offline, Confirm is enabled 

and the user can close and/or approve multiple batches without needing to print the 

PDF reports or export the batch list reports. As a best practice, print the PDF reports

or export the batch lists prior to closing and approving multiple batches

11. An Approve Batch page appears verifying the batch has been approved.

Application Tip

Application Tips
Bureau of the Fiscal Service

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OTCnet Printable Job Aid

12. Click Return to Batch Summary.

After a batch is approved, its status changes from Closed to Approved.

• Click Cancel to return to the OTCnet Home Page. No data will be saved.

• Click Previous to return to the previous page.

• Click Activate/Deactivate to activate or deactivate a batch.

• Click Close Batches to close a batch.

• Click <<First to go to the first page. (Only appears if there are several pages 

retrieved for the search results.)

• Click Next> to go to the next page. (Only appears if there are several pages 

retrieved for the search results.)

• Click Last>> to return to the last page. (Only appears if there are several pages 

retrieved for the search results.)

• Click <<Image to return to the previous check.

• Click >>Image to view the next check.

• Click Zoom- to reduce the image size.

• Click Zoom+ to enlarge the image size.

• Click Rotate Left to turn the image to the left.

• Click Rotate Right to turn the image to the right.

• Click Show Item to view and update the check item details.

• Click Void to void a single check item.

• Click Receipt to print a receipt.

• Click Print Item to print a batch list report.

Application Tip

Additional Buttons