Batch Income and Expense Transaction Tool (Legacy)

This help article contains instructions for the Legacy Version of Rentec Direct. More information about the latest version of Rentec Direct can be found here: The Remodel | Rentec Direct’s Newest Software Update

The Batch Income and Expense Transaction Tool (also referred to as the Batch Input Tool) allows you to enter all your transactions for a single bank account at once.

Access the Batch Income Tool

In your Rentec Direct account:

1. Click Accounts.
2. Right-click on a bank account.
3. Click on Post Income or Post Expense.
4. Enter transaction information and click +New Transaction button to add another transaction.
   
   System Note: Split transactions and adding attachments are both possible from the batch tool. 
   
   More information can be found on adding split transactions here: Entering Split Transactions
5. As you add new transactions, you can view transaction details in the Draft Income Ledger below.
6. When finished adding all transactions, click on the Post Income or Post Expense button displayed in the Draft Income Ledger.

Batch Income Tool Video

Join Janell and developer Travis in an educational webinar about the Batch Income and Expense Transaction Tool.

Revert to the Old Expense Transaction Tool 

You have the option to revert your software back to the old expense transaction tool if you prefer.

In your Rentec Direct account:

1. Click Settings.
2. Clicking on Accounting Defaults.
3. Set your preference to "Use the new expense form?  With batch entry and autosave" to Yes of No.
4. Click Save Changes.