How_do_I_batch_create_transactions_

How do I batch create transactions?

You would batch create transactions to generate multiple financial or case-related transactions at one time instead of entering them individually. This process helps automate repetitive tasks such as applying fees, assessments, payment schedules, surcharges, or follow-up actions across many cases simultaneously.

Courts use batch transaction processing to save time, improve efficiency, reduce manual data entry errors, and ensure consistent application of court procedures and financial activity throughout the system.

For example, transactions may include comments, court costs, closing transactions, fines, and so on.  

Creating batch transactions

1. Open Connect Court Management > Cases > Batch Create Transactions.

2. Fill in the options on the form. Use the sections in this help topic to fill in the fields on the form; not all fields are required and some fields may only be available when certain codes are selected. The fields are listed in alphabetical order.

3. Use the transaction grid to review the case numbers that have been selected using the selection criteria.

4. What do you want to do?

  • I want to create transactions on the case. Click to select the checkbox located next to the case number.

  • I do NOT want to create transactions on the case. Click to deselect the checkbox located next to the case number.  

5. Click GO (CTRL+G).

The transactions have been created.

 

 

 

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