Batch updates without Excel

[Jonathanconaudit]

It would be highly beneficial to have a chart of sales and expenses incurred over the past six months. The ability to update or modify data in batches without the need for Excel, simply by creating a table within Manager for modification and updating, would be advantageous. Additionally, a connection with debit or credit card payments would be ideal.

Best regards to everyone.
I have been using Manager for five years now, and it is wonderful. Thank you for continually improving it.

[Ealfardan]

Hello @Jonathanconaudit,

Welcome to the forum.

Please note that the language of this forum is in English.

Since you are a new user, I translated your first post for you using the forum’s AI translator

[Ealfardan]

Anyway, this is a very good point you raised.

In fact, there’s already an existing feature aimed at just that, however, it’s still not fonalized yet.

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 Reco…