Bulk Distinct Transactions

Similar to Group Bulk Transactions the distinct transactions can post a credit, charge, or adjustment to all the households within the group. The key difference, however, is that the amount will not be the same for each household. The Distinct Group Transaction process will offer the user a chance to enter in a different transaction for each individual household.

Guide to Posting a Group Distinct Transaction

1. Navigate to the Groups Overview page.
2. Select, or create the group you wish to post a transaction for. 
3. Choose the option to post a One Time Accounting Transaction from the Group Actions Menu.
   
   
4. A pop-up will prompt the user to select between a transaction of the same amount, or differing amounts per household. Select the different amount option.
5. The first step will be to enter in the general information that will occur on all the transactions posted for the group.
   1. Type: Enter in a transaction type, whether the transactions posted will be credits, charges or adjustments.
   2. Posted On Date: Select a posted on date for the transactions, this will be the same for all households.
   3. Default Description: Enter in a description that will be defaulted to all the transactions posted for each household. The next step will offer a chance to individualize descriptions for households that may have a differing transaction description.
   4. Cancel: Click this button to cancel the transaction and return to the Group Overview page.
   5. Next: Click this button to move to the next step.