DoorLoop

In the past, if you wanted to issue credits to multiple units on a property, you'd have to issue those credits one at a time to each unit. Now, DoorLoop allows you to post bulk charges for multiple units on a property at once. An example of why you'd want to do this could be that you had a special this month and your tenants didn't have to pay for parking. You save a lot of time by being able to issue those credits in bulk over multiple units at once.

Note that if you have multiple units on different properties that require these credits, you'll need to do this for each property.

On the main menu, click the + Create New in the upper left-hand corner.

Go to the Tenant Transaction section and click Issue Credit.

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

You’ll be prompted to Select a Property you want to issue bulk credits to.

Click the property you want to apply Bulk Credits for.

Select the units you want to issue bulk credits to. You can either click the box next to each line item or the top box to select all units.

Next, you’ll want to enter the relevant information:

- Account: Choose the account for the credits
- Due Date: Change the due date for the credits if needed

Next, choose the Common Charge Allocation, meaning do you want to allocate the charges 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 distribute the Total Credit amount between all units. 
- Allocate by Size: Distribute the Total Credit amount between all units based on size.

If you choose either the Allocate Evenly or Allocate by Size option, you’ll need to enter a Total Credit amount and choose Rounding type (by nearest hundredth, nearest tenth, or nearest whole number). Then click Allocate. This will distribute the Total Credit to each of the Units you chose based on the parameters you set.

1. On the main menu, click the + Create New in the upper left-hand corner.
 
 
 
2. Go to the Tenant Transaction section and click Issue Credit.
 
3. On the Issue Credit screen, click on Switch to Bulk Issue Credits to issue new bulk credits.
 
 
 
4. You’ll be prompted to Select a Property you want to issue bulk credits to. 
 
5. Click the property you want to apply Bulk Credits for. 
 
6. Select the units you want to issue bulk credits to. You can either click the box next to each line item or the top box to select all units.
 
 
 
7. Next, you’ll want to enter the relevant information:
 
 - Account: Choose the account for the credits
 - Due Date: Change the due date for the credits if needed
 
8. Next, choose the Common Charge Allocation, meaning do you want to allocate the charges 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 distribute the Total Credit amount between all units. 
 - Allocate by Size: Distribute the Total Credit amount between all units based on size.
 
 
 
9. If you choose either the Allocate Evenly or Allocate by Size option, you’ll need to enter a Total Credit amount and choose Rounding type (by nearest hundredth, nearest tenth, or nearest whole number). Then click Allocate. This will distribute the Total Credit to each of the Units you chose based on the parameters you set.
 
 
 
10. Click Save to finish.

Overview

The Steps