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 a different transaction for each individual household.

1. Navigate to the Groups overview screen

A. Search by Group Name – Here you can search for a household group by name.

B. Filter – In this dropdown, you can filter between My Groups and All Groups

C. Create New Group – Click this button to begin the process of creating a new group.

D. Group Name/Link – This field will show all of the groups, with the most recently created at the top. Once clicked, it will take you to Group Detail Overview, detailed below.

E. Created – Date the group was created on

F. Owner – Individual responsible for creating the group

G. Members – Number of members in the group. Note: A group can have no more than 100 members

H. Delete Group Icon -Clicking this trash can icon will delete the group. Note: This cannot be undone.

I. Page Navigation – If there are many groups, they may bleed over to separate pages. Click the number of the page you wish to view and/or the left or right icon to “flip” the page.

2. If all members of the group are in the same program, select the account for the transaction from the dropdown (E). If they are from a different program, select the account one at a time from the Account dropdown corresponding with the member (I)

3. Select the Actions dropdown (F)

4. From the Actions dropdown, select One Time Accounting Transaction

5. A popup will appear, prompting you to select whether you want to post the same amount or different amounts – choose Different Amounts. Click Continue.

6. Another popup will appear, requesting you choose the transaction type ( charge, credit, or adjustment), posted date, and a default description. Click Next.

7. The Distinct Bulk Transactions screen will appear. Fill out the fields as instructed below.

A. Name – Head of Household for whom you’re creating a bulk transaction

B. Account – This will match the account you chose from the group overview, but you can switch it here.

C. Type – The subcategory of the type of transaction. For instance, if you chose charge then the different charge types will populate

D. Description – The description you would like tied to the transaction. Note: you must fill this section out if you want a description. The description on the previous screen does not fill this part out.

E. Amount – The amount of the transaction you want to be posted. Note: to post a positive adjustment, you will need to add a negative sign in front of the amount.

F. Cancel – Cancel out the entire transaction

G. Submit – Post the transaction