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.

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