I import all my bank transactions, and they go to suspense. Use ‘bank rules’ and ‘find/recode’ to assign almost all of my business expenses. This leaves me with a very long list of transactions which are all billable to my clients, e.g. travel expenses which I pay for, and then charge the client on a monthly basis.
Aside from manually assigning each transaction one-by-one to billable expenses (and selecting the client), is there a way to ‘check-tick-select’ a number of transactions and do a ‘recode’ or ‘bulk update’ to assign the transactions to a client? This would save considerable time for me - for example I just imported 100 transactions for last week, and 80 are for on-charging to clients.
There is no way to do what you ask. Find & Recode seems like the most likely route for this, but as you have seen, you cannot choose Billable expenses. I don’t know if there are technical reasons for this. @lubos would be the one to say.
Maybe the Recode function could be extended. Perhaps it could have options similar to opening up individual transactions - account (with all subheading available: income, expenses, assets, liabilities, equity), tax code (existing feature), and notes (this would be really helpful to bulk input notes).
This is a good idea. There isn’t technical reason why it cannot be done. It’s just that nobody has asked for it yet. I’ve categorized into
Thanks Lubos for adding the new feature.