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 t…

I think you are missing the point of tracking codes. They are meant to distinguish transactions posted to the same account as belonging to one division, job, purpose, or another. If you code every transaction posted to an account with the same tracking code, you haven’t accomplished anything, have y…

Hey Tut I know exactly how to use tracking codes and their purpose but here is the thing people on this forum are using some of Manager’s capability in genius ways to achieve an outcome. All I am doing here is pulling a report like anyone else with the use of tracking codes. Oooh Tut how did this h…

OK, here is the answer to your question: No. You cannot bulk update a specific account with a tracking code. But if you were willing to explain what you are trying to do, there might be a way to get what you are interested in. As it is, it appears you are trying to add a distinguishing factor to tr…

Yes OK I will … Right on entering more tracking codes and trying this there appears to be more work to be done to make presentable. I am beginning to think it is not currently possible in Manager. Maybe Excel / LibreOffice? Below is a test and all seemed pretty positive until I moved away from the …

OK using tracking codes in custom reports goes a long way to generate the sought after report. This may be acceptable if we could suppress the expanded account detail under each “Account Name”. so now See below [Revenue4] OK so here is another question can this be done in custom reports? By the …

[image] compuit: Essentially the guys want one report with revenue and expenses from all streams consolidated. How would this be different from an ordinary P&L report? You can name groups however you want. All of this seems, based on what you’ve have shared so far, to be running around in cir…

Yes I am too relaxed it is not the “Guys” it is the manner charities / churches need to report here when presenting their financials, it is a bit different from a FPO. How is it different well the P & L report separates for example all the revenue and expense streams based on the chart of accounts w…

Sounds like having custom fields on the chart of accounts is what you really want. Which has been suggested in other threads: [image] Cash Flow Statement I support this or, at least, the possibility to have custom fields in chart of accounts in order to have the “flags” t…

I prefer the custom reports capability to locate and filter data to be presented in a report as opposed to making changes to Chart of Accounts. There are currently limitations in custom reporting but once the custom report tool is mature the function and capability will be there I hope. If custom f…

[image] compuit: 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. I believe an easier and simpler solution to this problem to implement could be to use the…

Bulk update specific Accounts with Tracking Codes

Patch June 29, 2019, 4:49am 9

Sounds like having custom fields on the chart of accounts is what you really want. Which has been suggested in other threads:

Topic		Replies	Views
Tracking Codes - Batch Update	6	686	January 18, 2023
Reports related with tracking code	20	1243	January 18, 2023
Add Tracking Code to Recode Account Bulk Update	3	733	October 14, 2017
Batch Create Tracking Code	6	1082	January 18, 2023
Update tracking code	21	748	January 18, 2023

Bulk update specific Accounts with Tracking Codes

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