How to post more than one Transaction at a time

Inside this article

• Step 1 - Select Rows

• Step 2 - Review & Set Up the Transaction

• Step 3 - Review Batch

One of many features Enrollsy provides is bulk transactions that save you time and allow you to get off your computer and get back to work, making your programs offered to your customers better! Who doesn't love being able to press a button and watch an hour's worth of work get taken care of in moments?

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Step 1 - Select Rows

Select the rows that need a transaction posted to their accounts from any Enrollments list.

Step 2 - Review & Set Up the Transaction

Review the list of selected accounts and set up the transaction. The Bulk Transaction window is the same as the regular Transaction window.

Step 3 - Review Batch

You will have a chance to review the batch results after you click "Post."