Tracking Codes are great. Now we wish to generate a report for a Charity where certain revenue and expense accounts are grouped and presented in a different way to the Profit and Loss report. I can achieve the layout and present the data required with Tracking Codes. (Custom Reports cannot deliver the report needed).
1. My question: Is there a way to “Bulk update” a specific account with a tracking code? At the moment we need to drill down on the account and then update each transaction individually.
2. An idea: Could a tracking code be added to an account within the “Settings” ----> “Chart of Accounts” -----> “Edit” function?
Any help would be appreciated, thank you.