Batch Income and Expense Transaction Tool
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:
- Click on the Accounts tab.
- Right-click on a bank account.
- Click on Post Income or Post Expense.
- Enter transaction information and click +New Transaction button to add another transaction.
- As you add new transactions, you can view transaction details in the Draft Income Ledger below.
- When you've added your new transactions, click on the Post Income button. (Or the Post Expense button, if you are posting an expense).
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:
- Click on the Settings tab.
- Clicking on the Accounting Defaults section.
- Set your preference to "Use the new expense form? With batch entry and autosave" to Yes of No.