Bills - Bulk assign tracking to multiple lines at a time
Could you please add a feature to fill a tracking category for every line in a bill or invoice?
I am dealing with multiple pages of line items on a bill and each bill belongs to different locations (tracking categories). Note that allocating the tracking category to the supplier account, won't work, because they deal with all our tracking locations. If we can add the tracking option once with an option to fill all the remaining lines, it will save us a lot of silly repetitive work. Currently, we have to type, select, tab, tab, tab, tab, and then repeat it for every single line item! Do this over a 40 to 50 line bill and then repeat this over multiple bills for different locations and you will quickly realise how painful this is.
Ryan Erasmus
shared this idea
Hi team, this isn't something we have direct plans for developing atm, however for those with the Adviser role you could consider using Find & recode as a way to bulk assign tracking to your transactions lines.
It's important to note that it's not possible to undo a recode, so if you're unsure of how the features works at all we';d recommend trying it out in the demo company first.
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Sharelle Jacobsen
commented
Could you please add this feature, would be such a time saver.
Thank you
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Liezel Nel
commented
Please create the ability to bulk assign a tracking category to all the line items in a bill.
Where bills are imported with multiple lines sometimes staff approving bills in the external system like Ezzy bills assign the incorrect category or miss assigning a category and then one has to manually assing it to each line items in the bill - for my particular client this is sometimes 30-40 line items.
This will be a huge time saver.
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Erin Caronis
commented
I agree! Even better would be if there were a "select all" feature for entering one tracking code for all the lines, but still allow you to still select one or two lines within the list and select a different code. For me this happens enough that it would help!
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Liezel Nel
commented
In the enter a bills screen allow the ability to assign the same Store/Employment group to all the line items in the bill at once.