To create Bulk Manual Transactions, navigate to the Transactions screen from Billing in the menu.
Once on the Transactions screen, select the + Add Transaction button in the top right hand corner. You will then be presented with a drop down menu, select Bulk Transaction.
On the Add Bulk Transaction screen, enter the Transaction Details.
- Enter the Name/Description of the Transaction
- Select the transaction type
- Select the date that you want to apply the transaction
- Enter the transaction amount
- Select if the transaction is going to apply to an account or specific children
Check the checkbox on the left of the account/children names you want to apply the bulk transaction to.
Once the transaction details have been entered and the accounts/children selected, select the Review button in the top right hand corner.
You will be presented with a Transaction Summary.
Once you have reviewed the Transaction Summary, select the Save button in the top right hand corner to save the bulk manual transaction.
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