Hasn't anyone noticed that this feature does actually exist? I came here looking for the answer, and got a little dishaertened when I saw the complaints that it hasn't been done, however I kept going and within 2 mintues I found that this feature DOES exist.
Here's how you access it:
1. Make sure you have Advisor role access (this gives you acces to the Find & Recode feature). If you are user admin, you can give this to yourself.
2. Go to Accounting > Advanced
3. Click the Find & Recode feature
4. Press Find and Recode button
5. Set your search criteria
6. Tick all the lines you want to bulk assign a project
7. Press the Recode button
8. Press the "+add" link
9. Choose the only option there: Project
10. Choose the project you want to assign all the selected transactions to
AJ Bertenshaw
shared this idea
·
Hasn't anyone noticed that this feature does actually exist? I came here looking for the answer, and got a little dishaertened when I saw the complaints that it hasn't been done, however I kept going and within 2 mintues I found that this feature DOES exist.
Here's how you access it:
1. Make sure you have Advisor role access (this gives you acces to the Find & Recode feature). If you are user admin, you can give this to yourself.
2. Go to Accounting > Advanced
3. Click the Find & Recode feature
4. Press Find and Recode button
5. Set your search criteria
6. Tick all the lines you want to bulk assign a project
7. Press the Recode button
8. Press the "+add" link
9. Choose the only option there: Project
10. Choose the project you want to assign all the selected transactions to