Finance - Bulk Property Transactions Functions

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

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

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

The Property Transaction Bulk Add screen is used if you want to bulk charge properties for the same amount. This screen is only used when the transaction types are the same, with the same amounts.

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

The Property Transaction Bulk Add screen will open:

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

Select the properties you want to create the transaction for by clicking the Include box:

You can also click Select All after you have filtered the screen to select all properties, Select None to deselect all properties, 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 Properties for (Transaction Type, Date, Amount and Comments).

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

Property 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 Properties (EG Council Rates etc) you could do it by going in to each Property and entering the transaction manually, but to save time you can enter transactions them in bulk. 

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

Begin to type the name of the property in the Property Name 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 Council Rates for Q1)

Repeat the process for all transactions you want to enter

Click Process Transactions to process all transactions to the properties 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 Property Transactions ledger of each property.