This video demonstrates how to create bulk charges and credits for parent accounts in TASS.web. It explains how to use the Bulk Charges and Credits program to apply the same transaction to multiple accounts, including scenarios that fall outside of auto-billing. The tutorial covers selecting search modes (student, subject, or extracurricular), refining criteria, choosing fee codes, setting transaction details, and reviewing charges before applying them. It also shows how to edit amounts, remove entries, confirm transactions, and generate a batch report for reconciliation.
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00:07 – Introduction to bulk charges and credits
00:23 – Navigating to the finance area and program location
00:32 – Purpose of the Bulk Charges and Credits program
00:44 – Search modes explained: student, subject, extracurricular
01:16 – Using student-based search and user-defined fields
01:47 – Scenario: applying bus route charges
02:28 – Refining search by year group
02:48 – Moving to charge/credit details screen
02:53 – Selecting fee code and transaction type
03:43 – Entering transaction date and amount
04:27 – Adding comments for statements
04:45 – Reviewing bulk transaction list
05:04 – Editing charges for individual students
05:50 – Removing charges for students no longer applicable
06:08 – Viewing record count and total charges
06:33 – Saving charges and generating batch number
06:50 – Printing and reviewing batch transaction listing
07:18 – Session conclusion and online help references
