If you have multiple transactions to enter in to Property Records (EG Council Rates), you could do it by going in to each Property and entering the transaction manually, but to save time you can enter transactions in bulk via the Property Transaction Bulk Data Entry Screen.

 

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

 

The Property Transactions Bulk Data Entry screen will open:

 



Manually Entering Transactions

 

Begin to type the name of the Property in the Property column


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

 

Select the Transaction Type from the drop down list (EG Council Rates)

 

Enter the Date of the transaction

 

Enter the transaction Amount & GST (If applicable)

 

Enter any comments regarding the transaction (EG Council Rates for 2015)

 

Repeat the process for all Transactions you want to enter

 

Click  to process all transactions to the Properties listed

 

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 ledgers.



Creating a Template for Importing Transactions

 

If you have multiple Properties that require the same charge (EG $100 Council Rates), you are able to create an Import Template from Chintaro to add the transactions in bulk.

 

Click New Import Template

 

The Create Template pop up box will open:



All fields in the Create Template pop up box are optional. Enter the fields that you want to be populated in to the template. In the Create Template box, select a transaction type that you would like prefilled in the template, for example Council Rates. You are able to add an amount if you are bulk adding the same amount to a number of properties, but if you want to add the amounts manually, leave the amount as 0. You can also add comments in the comments section.

 

Click

An Excel spreadsheet will open populated with all of the properties in Chintaro, and with the additional fields entered, such as transaction type, date and the description. From this spreadsheet, you are able to manipulate the data as you wish, by editing amounts, removing Properties etc.



 

Save the edited document. 

 

Back in Chintaro, click thebutton to find the saved file on your network.  



Click  to import the file back in to Chintaro. All transactions will appear in the Property Transactions Bulk Add screen. You are able to further edit the transactions in this screen, if necessary:



 

When you are ready, click


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 for each Property:




  




Click here to view next Solution: Property Transactions Functions - How to add the same transaction types and amounts to Properties in Bulk