Batch Update Transactions

1

I am in payments/uncategorized payments, updating the accounts that the transactions should be assigned to. There is a big blue “batch update” button, but I get a red circle when I try to click on a box for any line item. How does one actually do this, please? I did see someone posted a link to instructions, but that was for in a spreadsheet; I am in manager.io proper, not a spreadsheet.

2

Hi again @KayTee,

I never seen this circle you speak of.

Please share screenshots of what you see so we can see what you speak of.

Also, we need to know the Version and Edition of Manager you are using.

3

I think I see what is going on - you can batch update the ones who have a new rule applied and account has “suspense” crossed off, and a replacement.

What I was looking for is a way to not apply a rule, but edit a bunch of accounts that are the same, but not necessarily have a rule.

4

You got this right

This is currently handled by Find & recode feature found in Receipts and Payments tabs

5

Thank you!!!

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