Previous Topic

Next Topic

Book Contents

Book Index

Enter Account Records for Multiple People at Once

When you have multiple people, all of whom should be credited with the same account records at once, you can use this tool rather than selecting and entering the same values for every individual person.

Steps in this task

Linked Graphic

  1. From the Data entry panel, click on Enter account records for multiple people at once.
  2. Use the Person editor to find each person to be credited. Enter their last name, date of birth, kiosk ID, e-mail address or phone number. VSys will pop up a list of applicable people. For each person click the Add button to put them in the list space below. If you have an existing list you can click the Use a list link to load that list.
  3. Repeat step 2 until all of the people you want to credit are added. Accidentally add someone you shouldn't? Right-click on their name and select Remove.
  4. Select the Account to be credited. Enter the Date, Amount, and, if applicable, Check/draft number and any Comments.
  5. Click the Save button. VSys will show you a report for any records which it's unable to post. These are usually caused by that person already having an identical record.

See Also

Entering Account Records