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  1. 38 votes

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    Rochelle Devlin supported this idea  · 
  2. 15 votes

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    Hi team, this isn't something we have direct plans for developing atm, however for those with the Adviser role you could consider using Find & recode as a way to bulk assign tracking to your transactions lines.

    It's important to note that it's not possible to undo a recode, so if you're unsure of how the features works at all we';d recommend trying it out in the demo company first.

    Rochelle Devlin supported this idea  ·