This handy utility will allow you to update a range of Period Amounts. Click the Global Update task button.
The following template is displayed. There are several methods of updating client Period Amounts,
Replace a Specified Period Amount with a New Value
|
•Click the Period Amount = radio button. •Enter the existing period amount and the new value. •Click the Preview task button. In this example: The Scheduler scans all existing entries and selects only those with a period amount of $49.00. The preview grid displays the first 25 records found with the proposed changes. The Count displays the total number of transactions that met the selection criteria. |
Add a Specific Amount to All Entries
|
•Click the Period Amount with Period Amount + radio button. •Enter the amount to add to the existing Period Amount. •Click the Preview task button.
In the sample: The Scheduler adds $7.25 to all the Period Amounts for all clients. The preview grid displays the first 25 records found with the proposed changes. The Count displays the total number of transactions. |
Multiply All Period Amounts by a Factor
This method is very useful if there is a change in tax rates and the taxes have been included in the client Period Amount.
|
•Click the Period Amount with Period Amount x radio button. •Enter the factor to apply. •Click the Preview task button.
In this example: The Scheduler multiplies all client Period Amounts by 1.017650. The preview grid displays the first 25 records found with the proposed changes. The Count displays the total number of transactions. |
Additional Filters to the Methods.
Replace Override Amount? |
Checking this box will post the Override Amount with the new amount. This value is used instead of the Period Amount for the next cycle and is reset to $0.00 after the EFT file has been created. |
Start Date / Periods: |
Use this option to update transactions that meet the selection criteria. For example:
Update the Period Amount to $55.00 for those transactions with an existing amount of $49.00 and set the Start Date to Oct 01-2019 for 12 periods. |