Inside this article
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?
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."