Currently the Doorways app allows for two different types of bulk actions. The first is bulk letters. With bulk letters you can select a template to send to all the members of a group. The second option is to post a bulk transaction. The transaction will be posted to all households that are members of the group, and have an account selected. If no account has been selected, then the member will be excluded for that specific action.
Step-by-Step Guide to Creating a Bulk Letter
- Click on "Groups" in the header navigational bar.
- Select the group you wish to generate a letter for. (If you have not created a group yet, see Guide to Creating Groups).
- From the Group Overview page, click the action select dropdown.
- Click "Letter from Template.
- The bulk letter wizard will then run.
- Step one, find the appropriate letter from the list of templates, and then click the "Choose" button to the right of the template.
- Next, enter in any custom merge fields that were not within the collection of the doorways supported merge fields.
- If the template included a letterhead merge field and/or custom merge fields that had not yet been setup in doorways, a message will appear reminder the user to create a custom merge field.
- Enter in the un-merged fields for each individual letter recipient.
- To apply a field to the entire list of recipients, click the "Apply Across All Households" checkbox, and the field will be removed from the other households and applied across all group members.
- Click next to view a preview of how the letters will be generated for each individual within the group.
- Clicking Next will generate the letters for each individual and will save a copy to their household Letter History. Now is a good time to download and/or print the group letters all at once. You may do so by clicking the "print" icon in the the preview window.
- Success! Click "OK" and you're all done. Each individuals Letter History will reflect the new letter created from the bulk action.
Step-by-Step Guide to Performing a Bulk Transaction
- Click on "Groups" in the header navigational bar.
- Select the group you wish to generate a letter for. (If you have not created a group yet, see the Guide to Creating Groups).
- From the Groups Overview page, click the action select dropdown.
- Click "One Time Accounting Transaction".
- The bulk transaction wizard will run.
- Transaction Type: Select between a credit, charge, or adjustment transaction.
- Posted On Date: Enter or select a posted on date for the transaction.
- Amount Field: enter an amount for the transaction. This amount will be the same for all individuals in the group.
- Description Field: Enter a description for the transaction. This will apply to the transaction posted on all the groups individuals tenant ledger.
- Account Options: Listed in this area of the transaction wizard will be a name belonging to the chart of accounts for each type in the group. some groups may have more than one type of chart of account associated with its members. In this dropdown you will select the type of credit/charge/adjustment. For example: Insurance Charge, Admin Fee, Rent Charge, etc.
- Cancel Button: Clicking this button returns the user to the groups list.
- Submit Transaction: Clicking this button submits the transaction, and a transaction will be posted to each member account.
- Success! The transaction has posted and you will be able to see the transactions in each group members tenant ledger, and a change in their account balance.
