Bulk update account
Bulk update account for multiple line entries to allow for easier reanalysis of multiple line items within the software.
Include a feature to make it easier to change the account for multiple line entries at once through the supplier side to make it easier when bookkeeping to reanalyse multiple line items, rather than editing them one by one if they get reanalysed within the accounts.
I.e. for a client I originally posted all AXA payments as insurance, in the accounts they were reanalysed as other staff costs, at the moment I need to edit every single line item included in insurance.
It would be easier if I could change the account code within the supplier contact when I view the entries for each supplier.
I.e. I would go to the supplier contact AXA and from the activity report be able to change accounts for every single line entry for that supplier or be able to have a multiple select option to allow me to change analysis for multiple entries.
Adam Selenic
shared this idea
Hi Adam, we have a feature called Find and recode that will enable you to bulk update the account code for multiple lines at once. You could filter by the contact and then recode whatever lines of transactions as needed.
I'd recommend giving this a try in the demo co first and potentially working with your accountant before implementing this in your organisation. Have more of a read on this here.