💳 Bulk Add Payments

Use Bulk Add Payments to record multiple payments at once, split payments between siblings, and keep your accounts in sync with your bank statement — all in one place.

1. Open the Bulk Add Payments Tool

• From the left-hand menu, go to Finance → Payments.

• Click Bulk Add Payments in the top-right corner.

Have your bank statement open before you begin.

2. Allocate Payments to Children

• Tick the checkbox next to each child you’re recording a payment for.
  (This ensures payments are allocated to the correct accounts.)

• For each child, enter:

  • Payment Date

  • Amount

  • Method of Payment (e.g., EFT, Card, Cash)

  • Comment (optional)

3. Add Multiple Payments for the Same Child

If a child made more than one payment in your statement period:

• Click the plus icon under the Actions column on the far right.

• A new row will appear where you can add an additional payment.

4. Verify and Save as Draft

• Check that the Total Payment Amount at the top right matches your bank statement total.

• Once confirmed, click Save Payments as Draft (top right).

5. Splitting Payments Between Siblings

If you received a single payment covering multiple siblings:

• Search for each child.

• Tap View Balance below each child’s name to check what’s outstanding for each.

• Split the total payment proportionally across their accounts.

After splitting, always confirm the combined total matches your bank statement amount.

Then click Save Payments as Draft again to update your changes.

6. Post Payments

• Go back to Finance → Payments.

• All children with draft payments will now appear in the list.

• Review totals one last time — your running total appears at the top right of the screen.

• To post, tick the checkbox at the top to select all, or select children individually.

• Click Post (top right) to finalise and record the payments.

Payments are now officially posted and reconciled against your bank statement.

Best Practice Tips

• Keep your bank statement handy when recording payments.

• Use clear, consistent comments like “Nov 2025 EFT Payment.”

• Review the running total at the top right before posting.

• Use Bulk Add Charges to handle once-off adjustments or fees.

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