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.

select rows from Enrollee Table in Enrollsy

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.

bulk transactions in Enrollsy

Step 3 - Review Batch

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

post bulk transactions in Enrollsy
Did this answer your question?