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
- 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.
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.
Posting a bulk transaction with the same amount allows you to post the same transaction for all members of a group at one time. All members of the group will have the same description attached and you can print invoices as well.
Step-by-Step Guide to Performing a Bulk Transaction
- Same Amount
1. Click on Groups in the header navigational bar
at the top of the screen
2. Select the group you wish to generate a letter for.
Note: If you have not created a group yet, see the Guide to Creating Groups
.
3. From the Groups Overview page, click the action
selection dropdown.
4. Click
One Time Accounting Transaction
5. A popup will appear prompting you to choose same amount or different amounts. Here, we are choosing same amount.
6. The bulk same amount transaction wizard will run.
A. Transaction Type: Select between a credit, charge, or adjustment transaction.
B. Posted On Date: Enter or select a posted on date for the transaction.
C. Amount Field: enter an amount for the transaction. This amount will be the same for all individuals in the group.
D. Description Field: Enter a description for the transaction. This will apply to the transaction posted on all the groups individuals tenant ledger.
E. 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.
F. Cancel Button: Clicking this button returns the user to the groups list.
G. Submit Transaction: Clicking this button submits the transaction, and a transaction will be posted to each member account.
7. 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.
