Bulk Editing of Vendors

MAGAmanMAGAman Member Posts: 1

Wave needs a way to bulk edit the vendors for multiple transactions. Currently, you need to open every transaction and change every vendor individually. There really is no excuse for not having this. Also, Wave should learn and autofill the vendor for future transactions like it does with the categories.

Comments

  • BarsinBarsin Administrator Posts: 2,041 admin

    Hey @MAGAman

    Thanks for this great idea. Our team is always scouring the thread for future update ideas. When our users wanted bulk account edits, we actioned that. Hoping this post can get more traction.

  • MikeRochMikeRoch Member Posts: 2

    Same idea as @MAGAman except I have a need to bulk edit customers/contacts for multi-transactions.
    Situation is I buy material/product using a credit account (e.g. Lowe's Accounts Receivable). When it's billing time I have to open every trans and add a customer so I can use a report, like G/L, which allows you to filter by customer/contact. Not sure if there's another way to do this, but in the "Purchases-> Vendors" section I don't see a way to upload the vendor transactions...

  • ConnorMConnorM Member, Administrator Posts: 1,229 admin

    Hey @MikeRoch! Thanks for giving us context around how this would affect your business! Hoping that we can get some more traction in this post to show that many Wave users would find this beneficial!

  • MikeRochMikeRoch Member Posts: 2
    A little clarification... I'm talking about two separate issues, #1) Bulk Edit "various things" (vendor, customer...). #2) managing vendor purchases with the ability to tie individual line items on an invoice to individual customers. What I've done for the vendor account is to setup a credit card account and upload transactions to it... so right now the "Purchases-> Vendors" section is not valuable to me at the moment since you have to type everything in.
    Apart from that, it's a great system!
  • gabefriedmangabefriedman Member Posts: 1

    Totally agree bulk-assigning of vendors to transactions is a must-have. Ideally, Wave would auto-assign the vendor based on the description. Ie, all my Amazon purchases have "Amazon" in the description, which is also what id' name the vendor.

    Put another way: allow the creation of rules so that "x" in the description gets assigned to vendor "x".

    @ConnorM @BarsinA Can't encourage you and your team to implement something like this strongly enough. It's pretty much the only thing stopping me from ditching Intuit and coming here, which I'd dearly love to do. But not at the cost of having to manually assign a vendor to 1,000s of transactions which all share the same description!

    edited March 25, 2020
  • JoshRobbinsJoshRobbins Member Posts: 2

    I would like to be able to track spending on different projects. The only way I see to do this in wave is to make 'vendors' with the names of my different projects and then add a vendor to each transaction. This is tedious because each transaction needs to be done individually, so bulk adding would be a huge improvement!

    If there is another way to track different project spending as well, I would love to know how!

  • AlexLAlexL Administrator Posts: 2,424 admin

    Hey @JoshRobbins , I'm afraid that Wave doesn't support project accounting/tracking. The workaround that you've found for it is actually a good one, but you're right in saying that it can be a little tedious.

    edited August 28, 2020
  • jai_capellajai_capella Member Posts: 2

    Yeah, the inability to bulk edit customer, vendors, descriptions etc. is quite annoying. While I like the Wave UI, the drawbacks are begging to add up.

  • JayaboJayabo Member Posts: 1

    Just wanted to further encourage Wave to allow for bulk editing of vendors and customers, and to auto assign vendors (along with categories) for recurring expenses. These are standard in Quickbooks. Thanks for your help!

  • PetiteConcertsPetiteConcerts Member Posts: 1

    @Barsin said:
    Hey @MAGAman

    Thanks for this great idea. Our team is always scouring the thread for future update ideas. When our users wanted bulk account edits, we actioned that. Hoping this post can get more traction.

    Almost 12 months later - still an issue.

  • baxiebaxie Member Posts: 1

    Yeah...I thought that Wave would add more attributes to the "Bulk" Edit functionality to Transactions. It appears as if I can only Categorize a group of transactions and not add a Vendor. Since I like to see with whom I am spending the most money, I have to add the Vendor for each Transaction. I don't believe I am alone in this regard

    It seems like it would be a simple enhancement to the "bulk" Edit feature that would save me quite a bit of time.

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