How do I enter Transactions in bulk from Residents (Bulk Transactions)?


1.  Click the New Transaction efficiency icon

2.  Select Bulk Transactions from the submenu

3.  Select the Property

4.  Select the Date

5.  Select the Type of Payment 

6.  Select the Category

7.  Select the Description

8.  Click Add to enter the first item

9.  Enter the details of this transaction

10.  Keep clicking Add to add more transactions

11.  When all transactions are complete, Check the Create Deposit Batch box (Upper right)

12.  Select the Bank Account

13.  Either enter a Batch Description OR check Use Batch Number

14.  Enter the total amount of the payments

15.  Click Post

Note: You will be notified if a resident is on Certified Funds Only. You can override this based on permission rights.

Need more help? Watch this video

Video too small? Click the Full Screen link on the lower right of the video!

Permissions and Settings

To enter transactions in bulk you need permission. To check permissions, go to Admin > User >  (Select User) > Change Permissions > Transactions > Add and Bulk Transactions.

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