Bulk Operations — One Move on Hundreds of Debts

The Bulk Operations module allows you to perform the same operation on dozens or hundreds of debts in the complex with a single click: bulk deletion of incorrectly created dues accrual, moving one category to another category, resetting past late interest due to a change in the interest rate, and other major operations. Instead of touching debts one by one, you handle in a minute what would take an hour.

Where to open?

From the left menu, Management → Bulk Operations. The page consists of 3 sections:

1. Top Filter card (compact) — determine which debts you will select.
2. KPI bar — number of records after filter + amounts.
3. Action panel — select which operation you will apply to the debts selected from the list.

1. Select debts with the filter

Fields in the filter card:

• Block — multiple selection (e.g., only A and B Block). If left blank, all blocks.
• Unit — list separated by comma, dash, or space (e.g., "2,3,4" or "2 3 4"). Range (2-10) is not supported — write one by one.
• Group — if unit group definitions are made (Standard Unit / Commercial Unit, etc.), select.
• Type — All / Owner / Tenant (who is indebted according to the lease).
• Due Start + Due End — due date range.

Press the Filter button. The system applies the filter and updates the KPI bar + debt list.

2. KPI bar (after filter)

Total value of records passing through the filter:

• Records — how many debts entered the filter.
• Debt — total principal debt (red).
• Late Interest — total late interest amount (yellow).
• Remaining — total that needs to be paid (blue).

3. Debt list

Debts passing through the filter in table form:

• Checkbox — mark the debts you will operate on (top box selects all).
• Debtor (name + type badge).
• Block / Unit.
• Due date.
• Description.
• Debt + Late Interest + Interest status (live/closed/fixed).

4. Action panel — 6 bulk operations

After selecting debts from the list, choose the operation from the action panel. When the action is selected, "No selection yet" changes with the number of selected records + amount. Confirm and press Apply.

(a) Delete

Hides selected debts from the system (record preserved for audit). For incorrectly created dues accruals.

• Sensitive operation — a password re-authentication window opens to confirm (if the password has not been entered in the last 10 minutes).
• Audit record is created: who, when, how many debts they deleted with which filter.

(b) Transfer to Another Account

Debt transfer from one resident to another. Use scenario: the homeowner changed, the old owner transferred the dues debt to the new owner when selling their unit.

• Target Account dropdown appears — select the resident to transfer to.
• Sensitive operation — password re-authentication required.

(c) Reset Late Interest Amount

Zeroes the accumulated late interest amount of the selected debts. Use: an error was noticed in the interest calculation, amnesty is being given to the resident, past late interest was deleted by a management board decision.

(d) Close Interest Processing

Ensures that interest is not processed for future days on the selected debts (interest=0 is fixed). Debt stops, no new late interest is added.

(e) Open Interest Processing (Live)

Reopens previously closed interest. The late interest cron starts processing interest on these debts again.

(f) Freeze Late Interest

Fixes the current late interest amount. No interest is processed in future days but existing late interest is not deleted. The "let the debt not grow from this point on" situation.

5. After application

When you press Apply and give the password re-authentication (for sensitive operations) confirmation:

• The system applies the action for each selected debt (in DB transaction, atomic).
• Result notification: "N debts successfully updated."
• KPI bar + list are automatically refreshed.
• Record falls in the audit log (who, with which filter, how many debts, which action they applied).

Practical use scenarios

Take a backup (critical advice)

Before a large bulk operation, the system top administrator should take a backup for you. Do not do bulk operations without a backup — accidentally deleting 500 debts cannot be undone.

Next step

To create an annual operational plan and income-expense budget, the Budget module is in the last article.