Copy of mass transactions

With JOOPY you can easily copy mass of transactions – either to other employees or to the same employee to other periods. The mass copy of transactions might follow an initial editing phase of the transactions, as required, by authorized users.

Read more how to copy mass transactions (TBD)

How to handle mass transactions?

  • Open the 'Transactions Manipulation' screen (Usually under the Organization main menu item)
  • At the left part of the screen, select the required commission model from which transactions should be copied

 

  • You can also filter the displayed transactions by selecting the required organizational unit,

through the organization tree

  • Check the required transactions, through the check box at the left side of the screen, or alternatively select 'All' transactions, by selecting the check box at the header of the transactions' table

How to copy the transactions to other employees?

  • Press the 'Actions' key and select 'Mass Copy'
  • A screen with the selected transactions is opened
    • You can edit the transactions
    • At the bottom of the screen you can select other period, employees and other organization's units to which you wish to copy the transactions
  • The checked transactions will be copied to the selected employees or to the employees within the selected organization's unit

How to duplicate employee's transactions to other periods?

  • Press the 'Actions' key and select 'Mass Duplicate'
  • A screen with the selected transactions is opened
    • You can edit the transactions
    • At the bottom of the screen you can select other period to which you want the selected employees' transactions to be copied
  • The checked transactions will be copied to the employees which are included in the transactions, for the selected period accordingly
Was this article helpful?
0 out of 0 found this helpful

Comments