====== Apply Group Deductions ======

The Apply Group Deductions tool is a great way to apply a deduction to multiple accounts at one time.

**Example**: A store has an annual fee that will be charged every month.

**Example**: A store charges monthly rent to artist.

== Warning! It is recommended that a backup is done BEFORE the Group Deduction is applied in case any mistakes are made. ==

  - To access the Apply Group Deductions tool, go to **Activities > Accounting > Apply Group Deduction**. \\ {{libertyreact:lib:newitem3700.png|NewItem3700.png}}
  - The Apply Group Deductions dialog box will open. \\ {{libertyreact:lib:newitem1587.png|NewItem1587.png}}

===== Applying a Predefined Group deduction =====

  - To load a saved deduction click on the Dropdown. \\ {{libertyreact:lib:newitem1586.png|NewItem1586.png}}
  - If you load a predefined Saved Deduction, the details of that deduction will fill in any of the criteria already predefined. \\ {{libertyreact:lib:newitem1585.png|NewItem1585.png}}
  - If you wish to create a new Saved Deduction from this field, select the Browse button to the right of the Saved Deduction field. \\ {{libertyreact:lib:newitem1584.png|NewItem1584.png}}
  - This will access the Saved Group Deductions dialog box. For more information on how to create a Saved Group Deduction see [[setup:maintainmenu:groupdeductions|Maintain Group Deductions]]. \\ {{libertyreact:lib:newitem1583.png|NewItem1583.png}}

===== Manually Enter The Criteria For A Group Deduction =====
{{libertyreact:lib:newitem1582.png|NewItem1582.png}}

  * **Account** : There are two options for this.
  * **From** : This is the starting **Account** Number.
  * **Through** : This is the ending **Account** Number.
  * **Last Item Entry** : There are two options for this.
  * **From** : This is the starting Date for when the Last Item was added to an account.
  * **Through** : This is the ending Date for when the Last Item was added to an account.
  * **Last Deduction Date** : There are two options for this.
  * **From** : This is the first date used to see when the Last Deduction was applied.
  * **Through** : This is the Last date used to see when the Last Deduction was applied.
  * **Account Created** : There are two options for this.
  * **From** : This is the starting Date for when the account was created.
  * **Through** : This is the ending Date for when the account was created.
  * Filter Codes : Select the Browse button in the filter code field to get the Filter Code selection box. \\ {{libertyreact:lib:newitem1581.png|NewItem1581.png}} \\ The Filter Code Selection screen will open \\ {{libertyreact:lib:newitem1580.png|NewItem1580.png}} \\ Highlight a Filter Code and press the **Single Arrow** button. This will move the selected code to the right hand panel. \\ {{libertyreact:lib:newitem1579.png|NewItem1579.png}} \\ Pressing the Double Arrow buttons will either move all the Filter Codes left or right. \\ {{libertyreact:lib:newitem1578.png|NewItem1578.png}} \\ Press the **OK** button when done. \\ {{libertyreact:lib:newitem1577.png|NewItem1577.png}} \\ The deduction will be applied to all accounts that have the selected Filter Code(s).
  * **Fee Frequency** : Select the Drop down and highlight and click the **Fee Frequency** you wish to use. This deduction will apply to all accounts with the selected **Fee Frequency**. \\ {{libertyreact:lib:newitem1576.png|NewItem1576.png}}
  * **Transaction Code** : This is the transaction that will be associated with the deduction This transaction will appear on all accounts along with the amount deducted and a brief description. \\ {{libertyreact:lib:newitem1575.png|NewItem1575.png}}
  * **Description** : This is a brief description that will appear on the transactions tab of an account along with the amount deducted and the transaction code. \\ {{libertyreact:lib:newitem1574.png|NewItem1574.png}}
  * Amount : Enter in the amount to be deducted off of each account. \\ {{libertyreact:lib:newitem1573.png|NewItem1573.png}}
  * Select the **Preview Deductions** button to move to the next screen. If you made a mistake and want to start over, select the **Cancel** button. \\ {{libertyreact:lib:newitem1572.png|NewItem1572.png}}

===== Preview Deduction Screen =====

  - **From** the Preview Screen screen you will see a lit of accounts that will be affected by the Group deduction. \\ {{libertyreact:lib:newitem1571.png|NewItem1571.png}}
  - Selecting the **Print** button will print this list. \\ {{libertyreact:lib:newitem1570.png|NewItem1570.png}}
  - Select the **Back** button if you need to make changes to the criteria for applying the deduction. \\ {{libertyreact:lib:newitem1569.png|NewItem1569.png}}
  - Select the **Cancel** button if you wish to start over. \\ {{libertyreact:lib:newitem1568.png|NewItem1568.png}}
  - Select the **Process** button when you are ready to apply the Group Deduction. \\ {{libertyreact:lib:newitem1567.png|NewItem1567.png}}
  - You can validate the Group Deduction was applied by going to an account and making sure the account has the deduction. \\ {{libertyreact:lib:newitem1566.png|NewItem1566.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:accountmanagement1:clientimportexport1|Using the Client Import and Export Utility]]

==== Related Topics ====

[[accountmanagement1:applygroupdeduct]]
[[setup:maintainmenu:groupdeductions]]
[[accountmanagement1:addnotesacct]]
[[accountmanagement1:addressphonenumber]]
[[accountmanagement1:bulkchangepc]]
[[accountmanagement1:clientimportexport1]]
[[accountmanagement1:creatingnewmaint]]
[[accountmanagement1:customizeaccount]]
[[accountmanagement1:deactivatingacct]]
[[accountmanagement1:deletecldata]]
[[accountmanagement1:editaccountinfo]]