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The Bulk Transaction Manager allows you to manually enter multiple transactions, and then post them to their respective accounts.

To Add Multiple Transactions:

  1. Enter Payment Details:
    • Account Number
    • Date
    • Select Payment Description
    • Enter Payment Amount
    • Enter a Note/Check# (Optional)
    • Select Collector, Co-Collector or Co-Co-Collector if applicable
  2. Click Insert Transaction
  3. Once all transactions have been entered for the session, click “Save All
  4. All transactions will then be entered on the individual accounts they were entered for.

To Disburse a Lump Sum to Multiple Accounts:

  1. Enter Payment Details:
    • Date
    • Amount to be disbursed
    • Select Payment Description
    • Enter a Note/Check# (Optional)
    • Select Collector, Co-Collector or Co-Co-Collector if applicable
  2. Click Next
  3. Enter the appropriate Account Number and disbursement Amount
  4. Click Add
  5. Repeat until Amount Left = 0
  6. Once all transactions have been entered for the particular lump sum – click “Add Check
  7. The lump sum transactions and associated disbursements will appear below.
  8. Repeat until all lump sum entries have been completed.
  9. Once all disbursements have been entered for the session, click “Save Checks”. This will create a financial transaction for each of the entered accounts, based on the amount assigned
  10. If a disbursed payment is recalled for any reason, you can navigate to any of the accounts associated with an individual disbursement and click the Void or NSF icons to the left of the transaction. Doing this will void the transaction for all associated accounts.
  11. To view the accounts that are associated with the disbursement, you can click on the link icon

 

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.