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Issue Credits for Multiple Leases in Bulk

Issue the same credit to multiple leases on a property at once, instead of entering them one at a time.

Written by Samuel

Overview

DoorLoop allows you to issue bulk credits to multiple units on a property at once, instead of issuing them one at a time to each unit. For example, you might want to credit all your tenants for a month when parking wasn't available. Issuing bulk credits saves you a lot of time compared to entering them individually.

Note: If you have units on different properties that need credits, you'll need to repeat this process for each property.

The Steps

  1. To issue credits on multiple leases in bulk, click the Create New at the top of the main menu. Then under the Transactions section, click Issue Credit.

  2. On the Issue Credit window, click on the Switch to Bulk Issue Credits link to issue new bulk credits.

  3. You’ll be prompted to select a property to which you want to issue bulk credits. Find and click on the property you want to apply bulk credits for.

  4. Next, use the checkboxes to select the units you want to issue bulk credits to. You will only be able to select units that have active leases on them.

  5. Enter the required information:

    • Account: Choose the account category for the credits

    • Date Issued: Change the date of when the credits are issued

  6. Choose the Common Charge Allocation you'll be using — allocate the credits manually, evenly per unit, or by the size of the units.

    • Allocate Manually: You will need to enter the amounts manually for each unit.

    • Allocate Evenly: Evenly distributes the Total Credit amount between all units.

    • Allocate by Size: Distributes the Total Credit amount between all units based on size.

    • Use a Custom Allocation: For info on what this is, see Set Up Custom Allocations for CAM Charges and Credits.

  7. If you choose the Allocate Evenly or Allocate by Size option, enter a Total Credit amount and choose a Rounding type (nearest hundredth, nearest tenth, or nearest whole number). Then click Allocate. This distributes the Total Credit to each of the units you chose based on the parameters you set.

  8. Click Save to finish.

If you need to issue more bulk credits, just repeat the steps again.

Tip: You can only issue bulk credits for units on the same property. If you need to issue credits on units belonging to other properties, repeat the steps above for each property.

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