---
title: "Adding Bulk Transactions"
slug: "adding-bulk-transactions"
updated: 2026-08-09T20:20:34Z
published: 2026-08-09T20:20:34Z
canonical: "help.infoodle.com/adding-bulk-transactions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Bulk Transactions

Use the Add Bulk Transactions screen when you have multiple donations or payments to enter that share the same date, payment method, account code, and/or campaign - for example, a collection of cash donations received on a Sunday, or a batch of direct credit payments for the same appeal.

> **Note:** In bulk mode, each transaction is created as a single split with the amount you enter per person. If you need per-line control over receipt settings or recipients for a single transaction, use the individual or collective transaction entry instead - those options are found on the **Transaction Processing** screen. For how to do this, see [Adding an Individual Transaction](/v1/docs/adding-individual-transactions).

## Before you start
* You need the **Finance Admin** role to add transactions. For more information, see [Packages and Views.](/v1/docs/packages-and-views)
* You need at least one **batch** set up. If you haven't created one yet, see [Adding a Batch](/v1/docs/adding-a-batch).

***

## Step 1: Open the Add Bulk Transactions screen
1. Click **Finance** in the navigation menu.
2. On the **Transaction Processing** screen, click **Transactions**.
3. Select **Add in bulk**.
![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-UE36EPI4.png){height="" width=""}

Then the **Add Bulk Transactions** page opens.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-1S3BDM27.png){height="" width=""}

## Step 2: Configure Transaction Settings
In the **Transaction Settings** section, set up the batch and bank account for this entry run.


| Field | Description |
| --- | --- |
| Batch (required) | Select the batch you want to add transactions to from the dropdown. To create a new batch without leaving this screen, click **+ New** beside the dropdown. |
| Bank account | Optionally select the bank account these transactions came from. |
| Collective Transaction | Not available in bulk mode. Use individual or collective entry if you need line-specific recipients and receipt settings. |

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-019S7MS5.png){height="100" width=""}

## Step 3: Set the Transaction Date and Note
In the **Transaction Info** section:
* **Date** (required) - This date is applied to **all** transactions you enter on this screen. It defaults to today. Click the date field or the calendar icon to change it.
![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-X16GR0VP.png){height="250" width=""}
* **Note** - Add an optional note that will be attached to all transactions in this run.
![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-F9S0N8IV.png){height="200" width=""}

## Step 4: Choose a Payment Method
In the **Payment Method** section, select how the money was received (for example, Cash, Cheque, Direct Credit, or Online).

This payment method is applied to all transactions you enter on this screen.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-OCVM8EJT.png){height="250" width=""}

## Step 5: Set the Default Transaction Details
In the **Transaction Details** section, configure the settings that will be applied to every line you enter:

| Field | Description |
| --- | --- |
| Transaction Type | Defaults to **Account code** (a standard donation). Change this if the transactions are for stock items, memberships, or events. |
| Account Code | Select the account code (fund or income category) these transactions should be posted to. |
| Tax Settings | Tick **GST** if the transactions are subject to GST. Tick Tax **rebatable** if donors are eligible to claim a tax rebate on these donations. |
| Campaign | Optionally assign all transactions to a specific campaign. |

:::(Info) (Tip:)
These are the default settings for all lines. In bulk mode you set them once here, rather than per line.
:::

[Screenshot: Transaction Details section showing Default Transaction Settings panel]

## Step 6: Start entering transactions
Once all settings are configured, click **Start**.

The entry table appears. For each person making a payment, fill in a new row:

1. **Search for the person** - Start typing the person's name in the search field. Select the correct match from the dropdown. If the person isn't in the system yet, use **Quick Add** to create a basic contact record.
2. **Receipt to** - Choose whether to issue the receipt to the **Individual**, the **Household**, or select **No Receipt** if no receipt is required.
3. **Receipt when** - Select **One-off** to receipt this transaction on its own, or Combined to include it in a year-end combined receipt run.
4. **Amount** - Enter the amount this person paid.
5. **Reference** - Optionally enter a reference or note specific to this line.
6. Click **Save** (or press Tab) to save the row.

Saving a row immediately reveals the next blank row. Repeat for each person in the batch.

:::(Info) (Tip:)
You can edit a saved row at any time — click in any field on the row, make your change, and click **Save** again.
:::

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-QAB7WJ8F.png){height="" width=""}

***
## Changing settings mid-entry
If you need to switch to a different account code, campaign, or payment method partway through:
* Click **Change Settings** to adjust the default transaction details. New rows will use the updated settings; already-saved rows are not affected.
* Click **Change Batch** to switch to a different batch without leaving the screen.
***
## When you're done
All rows are saved as you go - there's no final "submit" step. Once you've entered all your transactions, navigate away from the screen or click **Back to Transaction Processing** in the top right corner.

Your transactions are now in the batch and ready to be receipted. See [Adding a Receipt Template](/v1/docs/adding-a-receipt-template) for the next step.

:::(Info) (Related articles:)
[Adding a Batch](/v1/docs/adding-a-batch)
[Editing a Batch](/v1/docs/editing-a-batch)
[Showing Transactions](/v1/docs/show-transactions)
[Adding a Receipt Template](/v1/docs/adding-a-receipt-template)
[Bank Statement Import](/v1/docs/bank-statement-import)
:::