Bulk change account from 'cash on hand' to 'bank'

JudeRoseJudeRose Member Posts: 20

Hello, I have a client who has entered a number of sales invoice payments to cash rather than bank. My question is, is there an easy way to bulk change these?

Comments

  • JamieDJamieD Administrator Posts: 766 admin

    Hey @JudeRose ! Your client should be able to select all of the transactions that are similar in nature (the invoice payments that have been categorized under cash on hand) and then select the 'edit' option which bring up this popup (see screenshot). This will allow for the bulk edit for their transactions.

  • JamieDJamieD Administrator Posts: 766 admin

    @JudeRose My apologies! Only the Category/Tax can be edited in bulk, not the payment account that would have been associated with this invoice. With that being said, they will need to be manually edited based on the accounts they should be associated with.

  • JudeRoseJudeRose Member Posts: 20

    Hi @JamieD thanks for the comment and the secondary comment. I have worked through and updated them now. Useful to know about the category change though as I may have a few of those to do.

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