Cash Coding - Bulk assign expenses to Projects
Assign multiple transactions to a project in cash coding. There should also be a projects field on the main page, rather than having to go to "add details>assign to project>search for project>click project>click ok>click reconcile".
As with many travelling workers, many of my transactions for a trip are all bunched together and it would save me so much on bookkeeping time and fees to be able to select multiple statement lines or transactions and "assign all" in one click. Under cash coding makes sense because the checkbox already exists for each line, Projects just becomes another column.
Zachary Kirkham
shared this idea
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how bulk assignment to projects during cash coding improve your workflow especially with grouped transactions from travel or project work.
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Zachary Kirkham
commented
Good to know - I hope you like it!