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  1. 56 votes

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    Hi everyone, appreciate the interest in the idea here. 


    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 


    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

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    Euan Rush commented  · 

    This fix works from my end thanks

    Euan Rush supported this idea  · 
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    Euan Rush commented  · 

    We would appreciate this now we are moving into new regions and need to track invoicing and expenses by region as well as by job.