Batch Add Transactions

Batch Add Transactions allows you to create a transaction for each tenant of a building at once. It is designed only for transactions of either a fixed dollar amount or a fixed percentage of tenant rent, and is not intended for the monthly rent charge. You will normally use Monthly Charges, Monthly Payments, or the various Individual Financial Actions described in the Tenant Management help page.

Step 1 - Open the Batch Add Transactions screen

• From the top Menu bar, select Tenant Management, then select Batch Functions, then select Batch Add transactions.

Step 2 - Select building

• Select a building from the drop-down menu.

You may select only one building at a time.

Step 3 - Select transaction type

• Select a transaction type, such as Misc. Charge, from the drop-down menu.

Step 4 - Select date of transaction

• Select a date from the drop-down calendar menu.

Step 5 - Select amount of transaction

The transactions you create can be either a fixed dollar amount for every single tenant, or a fixed percentage of the tenant's rent.

• To charge a fixed amount for every tenant, enter the amount in the Amount box.
• To charge a fixed percentage of tenant's rent, check the % of Rent checkbox, then enter the percentage in the percentage box.

Step 6 - Include a description (optional)

• Enter a description of this batch transaction in the Description box.

This description will appear beside the transaction in every tenant's Tenant Account History.

Step 7 - Perform transactions or cancel

• Press Perform to perform these transactions on every tenant in the selected building.
• Press Cancel to close with window without creating any transactions.

Return to Tenant Management

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