Settings and activity
2 results found
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15 votes
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.
An error occurred while saving the comment Sharelle Jacobsen supported this idea ·
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106 votes
Sharelle Jacobsen supported this idea ·
An error occurred while saving the comment Sharelle Jacobsen commented
Can we please have this option added asap, alot of time wasted amending before processing.
Could you please add this feature, would be such a time saver.
Thank you