Finance - Bulk Tenancy Transactions Functions

Chintaro has 2 screens that enable you to add tenancy transactions in bulk:

• Tenancy Transaction Bulk Add (to add bulk charges/payments for the same type and amount)
• Tenancy Transaction Bulk Data Entry (to add transactions with different types or amounts in bulk)

Tenancy Transaction Bulk Add (to add bulk charges/payments for the same type and amount)

The Tenancy Transaction Bulk Add screen is used if you want to bulk charge Tenancies for the same amount. This screen is only used when the transactions are the same, for the same amounts.

To access the Tenancy Transaction Bulk Add screen, from the Finance Sub-Menu, click Tenancy Transactions Functions and then click Tenancy Transactions Bulk Add.

The Tenancy Transaction Bulk Add screen will open:

Sort or filter this screen to view data by Property Name, Tenancy Manager, Tenancy Status, Property Manager, etc. (See Solution: Using Search Screens in Chintaro).

 Click Select All to select all Tenants, Select None to deselect all Tenants, and Show All to go back to the default view.

Click Add Transaction to enter the details of the transaction that you will charge all selected Tenants for.

Click Add and Chintaro will advise you that the transactions have been added to the Tenancy Transaction ledger for each Tenant.

Tenancy Transaction Bulk Data Entry (to add transactions with different types or amounts in bulk)

If you have a number of different transaction types to enter in to multiple Tenancy Records (EG Rent Payments, Water Charges, Home Care Charges, Gardening Payments, etc) you could do it by going in to each Tenancy and entering the transaction manually, but to save time you can enter transactions in bulk via the Tenancy Transaction Bulk Data Entry Screen.

To access the Tenancy Transaction Bulk Data Entry screen, from the Finance Sub-Menu, click Tenancy Transactions Functions and then click Tenancy Transactions Bulk Data Entry. 

Begin to type the surname of the Tenant in the Tenancy column

Press <TAB> or <ENTER> to move quickly to the next field.

Select the Transaction Type from the drop down list (EG Water Charge)

Enter the Date of the transaction

Enter the transaction Amount & GST (If applicable)

Enter any comments regarding the transaction (EG Water Charge for September)

Repeat the process for all Transactions you want to enter

Click Process Transactions to process all transactions to the Tenancies selected

Chintaro will warn you that all transactions on the screen will be processed. Click Yes to continue, or No to quit.

The transactions will now appear on the Tenancy Transactions ledger of each tenant.