Settings and activity
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56 votes
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. 🙂
An error occurred while saving the comment Euan Rush supported this idea ·An error occurred while saving the comment Euan Rush commentedWe would appreciate this now we are moving into new regions and need to track invoicing and expenses by region as well as by job.
This fix works from my end thanks