Mass Distribute Pocket Ledger Records

The Mass Distribute Pocket Ledger Records option lets you distribute an expense to a series of courses. To mass distribute expenses:

1. Select Module > Pocket Ledger > Ledger Entries - Mass Entry to open the Mass Pocket Ledger Entry screen.

2. Enter the Expense Details (i.e. Expense Classification, Description, etc.).  Note:  the Amount should be the total expense--this amount will be split between the selected courses.  For example, if you enter 500.00 and you select 10 courses to distribute the expense to, the system will split the 500.00 between the 10 courses so each course will have an expense of 50.00.
3. Click the Distribute Expense button.  This opens the Distribute Ledger Entry screen to select the courses.

4. Enter the course criteria (e.g. course number, begin date, etc.)
5. Click the Preview button to see the list of selected courses. To deselect a particular course, uncheck the appropriate box. When you are finished, click the Done button.
6. Click the OK button.
7. The Mass Assign Expenses window opens with details about the distribution (i.e. how many courses and amount per course). If the details are correct, click the Yes button to complete the distribution.
8. The system will ask you if you want to distribute another expense.  Click Yes to do so, No to close the Mass Pocket Ledger Entry screen.