Using the Mass Assign Assistant, you can add or remove payment codes to/from multiple customers' records. This is helpful if you have several students who receive scholarships or financial aid, as you can add those payment codes to all of their records without having to re-enter data.
You can also schedule payments for the payment codes that you setup in Mass Assign Assistant, allowing you to keep track of when your customers will make payments.
In addition, you can print a mass assignment report that lists your entries, and you can use the list to verify your changes and file the report as a record of your entries.
Before adding or removing payment codes with the Mass Assign Assistant, you must set up the payment code in Define Lists. To learn more about setting up payment codes, see Defining Payment Codes.
In addition, customers must have a record in the database before you can assign a payment code. To learn about adding customers and families to the database, see Adding Family Records in Accounts Receivable, Adding and Editing Customer Records in Accounts Receivable, or Importing Customers.
As a precautionary measure, ACS Technologies recommends that you make a backup of your financial records before using the Mass Assign Assistant.