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. 🙂
Victoria Dack supported this idea ·An error occurred while saving the comment
I would really like to be able to bulk delete project tracking categories. We have a vast list which needs reducing but doing this one by one and having to come back from the archive page is tiresome. Thanks