Added "Batch Recode" function

The latest version (24.6.29) adds Batch Recode function.

This is useful when you want to recode single field across multiple forms in bulk. Yes, you can use Batch Update but that requires copying data into spreadsheet, modifying it in spreadsheet, then copying back to Manager.

Batch Recode is allows quickly recode single field across multiple forms at once.

Go to the tab where you want to update entries in bulk and click Batch Operations button in bottom-right corner. Then click on Batch Recode

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You will see the following section added to your screen:

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In drop-down menu, select name of field that you’d like to update on selected records. Currently only boolean fields are supported but I’ll add support for other field types soon.

For example, if you are batch updating Sales Invoices, you can select field Also acts as goods receipt. This will allow you to quickly check the checkbox Also acts as goods receipt across many invoices at once.

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After selecting the field, select desired value:

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Check all the records which you’d like to batch update. You can use simple search or advanced queries to narrow down your list.

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Then click Batch Recode button.

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Your records will be updated.

If you made a mistake, you can always go back to History and undo your changes.

At this moment, it’s limited to fields that are checkboxes only. But eventually I will add support for every type of field so So whenever you need to set some specific value across multiple forms, you do not need to go to each form individually but you will be able to use Batch Recode to do it across many forms at once.

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long awaited feature. :+1:

When the possibility comes, it will be added immediately. I’m not a programer but I imagine these two features require a lot of programming work, or the implementation of other features to pave the way, same as the requested Transaction Approval system.

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Dear @lubos, thanks a lot for everything that you do! Could you please add the option to recode to delivery notes too?

Use case: My firm trades in books on a sale-or-return basis, therefore issues regular debit notes at the end of the credit cycle to return unsold stock. After the recent update we now need to issue corresponding delivery notes so that the inventory quantities are updated. Earlier we used to do it through the debit notes themselves (which we used to send along with the returns). The batch option would be very helpful.

Thanks!

LATER UPDATE: When we try to create delivery notes to suppliers from the debit notes manually, we get the option to make the delivery note only to customers, not supplies (although the goods in the debit note are being sent to the supplier). How do we handle this in the new scheme of things?

Illustration Step 1: (Copy to New Delivery Note)

Illustration Step 2: (Only Customer is available in the To option)

Yes I know it requires a lot of programming work, but in my region, those two issues is why most people I introduce manager to are yet to accept the program, I believe it will help a lot when the feature is enabled to the program.

This is a great feature. Thank you @lubos and the Manager.io team!

I was trying to batch update the Accounts to which the transactions were posted. Is this possible? In other words, I couldn’t find Account in the Recode dropdown. Thanks in advance!

Screenshot 2024-07-16 at 9.49.08 AM

Not right now but

Thanks to you @lubos and your team, this shows your efforts to simplify user experience. At first I thought it was a typo error “recode”, but when I used it I realized the usefulness.

On invoice, using batch recode function, I try to batch recode old invoice to activate custom theme. The theme already exist and already working on new invoice. But on recode function, there is no option to select which theme to activate. So after recode, the theme didn’t change after I select it to activate

Welcome to the forum @handgun50,

I have moved your post to the topic announcing the addition of this recent feature as it seems more appropriate.

Now regarding this:

The theme will not change since you can only check the box and not make a selection using Batch Recode.

I’m not sure whether there’s any plans to expose all fields to this new Batch Recode function.

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